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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% M
Price$17.52
Change-$0.20 (-1.13%)
VolumeN/A
Net Assets4.81B
CLBCX vs FSATX Comparison Chart in %
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CLBCX vs. FSATX commentary
Nov 14, 2025
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 Buy and FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FSATX (4.81B). FSATX pays higher dividends than CLBCX: FSATX (1.35) vs CLBCX (1.04). CLBCX was incepted earlier than FSATX: CLBCX (24 years) vs FSATX (18 years). CLBCX (1.35) is less costly to investors than FSATX (1.19). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). 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 : 12.53 vs. CLBCX (7.92). CLBCX return over 5 years is better than : 36.11 vs. FSATX (32.69).
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | 1.35 | 1.19 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.19 | 113% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.029 | 15.515 | 90% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.04 | 1.35 | 77% |
| Returns for 1 year | 7.92 | 12.53 | 63% |
| Returns for 3 years | 40.07 | 38.33 | 105% |
| Returns for 5 years | 36.11 | 32.69 | 110% |
| Returns for 10 years | 73.04 | 72.49 | 101% |
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