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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 60% A
Price$16.99
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets4.45B
CLBFX vs FSAAX Comparison Chart in %
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CLBFX vs. FSAAX commentary
Aug 18, 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: 256B vs. FSAAX (4.45B). CLBFX pays higher dividends than FSAAX: CLBFX (1.97) vs FSAAX (1.67). 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 : 10.15 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. FSAAX (34.27).
| 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 | 9.847 | 10.253 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.45B | 5,748% |
| Annual Yield % from dividends | 1.97 | 1.67 | 118% |
| Returns for 1 year | 8.11 | 10.15 | 80% |
| Returns for 3 years | 31.15 | 24.31 | 128% |
| Returns for 5 years | 40.98 | 34.27 | 120% |
| Returns for 10 years | 82.32 | 64.08 | 128% |
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