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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 60% A
Price$16.82
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets4.44B
CLBFX vs FSAAX Comparison Chart in %
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CLBFX vs. FSAAX commentary
Jul 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 CLBFX is a Buy and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. FSAAX (4.44B). CLBFX pays higher dividends than FSAAX: CLBFX (1.99) vs FSAAX (1.68). CLBFX was incepted earlier than FSAAX: CLBFX (23 years) vs FSAAX (18 years). FSAAX (0.94) 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 annual gain was more profitable for investors over the last year : 11.39 vs. CLBFX (10.40). CLBFX return over 5 years is better than : 42.59 vs. FSAAX (36.03).
| CLBFX | FSAAX | CLBFX / FSAAX | |
| Total Expense Ratio | 0.67 | 0.94 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.94 | 71% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 9.111 | 9.150 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.44B | 5,721% |
| Annual Yield % from dividends | 1.99 | 1.68 | 119% |
| Returns for 1 year | 10.40 | 11.39 | 91% |
| Returns for 3 years | 36.42 | 29.92 | 122% |
| Returns for 5 years | 42.59 | 36.03 | 118% |
| Returns for 10 years | 81.10 | 61.87 | 131% |