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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 60% A
Price$17.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.68B
CLBFX vs FSAAX Comparison Chart in %
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CLBFX vs. FSAAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FSAAX (4.68B). CLBFX pays higher dividends than FSAAX: CLBFX (1.89) vs FSAAX (1.59). 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 : 10.49 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. FSAAX (35.35).
| 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 | 14.767 | 13.757 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.89 | 1.59 | 119% |
| Returns for 1 year | 8.84 | 10.49 | 84% |
| Returns for 3 years | 52.03 | 43.50 | 120% |
| Returns for 5 years | 45.11 | 35.35 | 128% |
| Returns for 10 years | 91.64 | 73.45 | 125% |
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