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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% A
Price$17.77
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets4.85B
CLBFX vs FSAAX Comparison Chart in %
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CLBFX vs. FSAAX commentary
Dec 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 CLBFX is a StrongBuy and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FSAAX (4.85B). CLBFX pays higher dividends than FSAAX: CLBFX (1.83) vs FSAAX (1.56). CLBFX was incepted earlier than FSAAX: CLBFX (23 years) vs FSAAX (18 years). FSAAX (0.95) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than CLBFX: FSAAX (0) vs CLBFX (250). FSAAX (10.84) and CLBFX (10.76) have marching annual gain over last year. CLBFX return over 5 years is better than : 43.74 vs. FSAAX (30.97).
| CLBFX | FSAAX | CLBFX / FSAAX | |
| Total Expense Ratio | 0.67 | 0.92 | 73% |
| Annual Report Gross Expense Ratio | 0.67 | 0.95 | 71% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 18.399 | 16.093 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.83 | 1.56 | 117% |
| Returns for 1 year | 10.76 | 10.84 | 99% |
| Returns for 3 years | 45.23 | 37.38 | 121% |
| Returns for 5 years | 43.74 | 30.97 | 141% |
| Returns for 10 years | 97.46 | 86.29 | 113% |
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