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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% M
Price$17.35
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets5.24B
CLBCX vs FSATX Comparison Chart in %
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CLBCX vs. FSATX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBCX is a Hold and FSATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FSATX (5.24B). FSATX pays higher dividends than CLBCX: FSATX (1.46) vs CLBCX (1.19). CLBCX was incepted earlier than FSATX: CLBCX (24 years) vs FSATX (18 years). CLBCX (1.35) is less costly to investors than FSATX (1.20). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (29.00). FSATX has a lower initial minimum investment than CLBCX: FSATX (0) vs CLBCX (250). FSATX annual gain was more profitable for investors over the last year : 13.14 vs. CLBCX (10.51). CLBCX return over 5 years is better than : 32.27 vs. FSATX (23.70).
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | 1.35 | 1.17 | 115% |
| Annual Report Gross Expense Ratio | 1.35 | 1.20 | 113% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.375 | 2.962 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 1.19 | 1.46 | 81% |
| Returns for 1 year | 10.51 | 13.14 | 80% |
| Returns for 3 years | 33.67 | 32.68 | 103% |
| Returns for 5 years | 32.27 | 23.70 | 136% |
| Returns for 10 years | 86.26 | 88.86 | 97% |
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