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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% M
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBCX vs FSATX Comparison Chart in %
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CLBCX vs. FSATX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FSATX (4.44B). FSATX pays higher dividends than CLBCX: FSATX (1.45) vs CLBCX (1.13). CLBCX was incepted earlier than FSATX: CLBCX (23 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 : 8.92 vs. CLBCX (7.04). CLBCX return over 5 years is better than : 37.95 vs. FSATX (35.94).
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | 1.35 | 1.19 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.19 | 113% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 7.660 | 7.823 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.13 | 1.45 | 78% |
| Returns for 1 year | 7.04 | 8.92 | 79% |
| Returns for 3 years | 33.08 | 29.60 | 112% |
| Returns for 5 years | 37.95 | 35.94 | 106% |
| Returns for 10 years | 64.69 | 56.56 | 114% |