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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% A
Price$17.64
Change-$0.20 (-1.12%)
VolumeN/A
Net Assets4.81B
CLBFX vs FSAAX Comparison Chart in %
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CLBFX vs. FSAAX commentary
Nov 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 Buy and FSAAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FSAAX (4.81B). CLBFX pays higher dividends than FSAAX: CLBFX (1.86) vs FSAAX (1.57). 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 : 12.39 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 44.32 vs. FSAAX (34.12).
| 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 | 16.391 | 15.639 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.86 | 1.57 | 119% |
| Returns for 1 year | 10.11 | 12.39 | 82% |
| Returns for 3 years | 44.93 | 38.35 | 117% |
| Returns for 5 years | 44.32 | 34.12 | 130% |
| Returns for 10 years | 94.43 | 77.77 | 121% |
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