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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Fidelity Advisor Asset Manager 60% M
Price$17.23
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets4.55B
CLBCX vs FSATX Comparison Chart in %
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CLBCX vs. FSATX commentary
Sep 27, 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 Hold and FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. FSATX (4.55B). FSATX pays higher dividends than CLBCX: FSATX (1.41) vs CLBCX (1.11). 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 : 8.22 vs. CLBCX (6.89). CLBCX return over 5 years is better than : 40.41 vs. FSATX (36.55).
| 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 | 12.100 | 11.995 | 101% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 4.55B | 5,763% |
| Annual Yield % from dividends | 1.11 | 1.41 | 78% |
| Returns for 1 year | 6.89 | 8.22 | 84% |
| Returns for 3 years | 48.11 | 42.74 | 113% |
| Returns for 5 years | 40.41 | 36.55 | 111% |
| Returns for 10 years | 80.86 | 75.41 | 107% |
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