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CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Asset Manager 60%
Price$17.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.68B
CLBFX vs FSANX Comparison Chart in %
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CLBFX vs. FSANX 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 FSANX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. FSANX (4.68B). CLBFX (1.89) and FSANX (1.85) have matching dividends . CLBFX was incepted earlier than FSANX: CLBFX (23 years) vs FSANX (18 years). CLBFX (0.67) and FSANX (0.64) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSANX (17.00). FSANX has a lower initial minimum investment than CLBFX: FSANX (0) vs CLBFX (250). FSANX annual gain was more profitable for investors over the last year : 10.87 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. FSANX (37.41).
| CLBFX | FSANX | CLBFX / FSANX | |
| Total Expense Ratio | 0.67 | 0.64 | 105% |
| Annual Report Gross Expense Ratio | 0.67 | 0.64 | 105% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 14.767 | 14.009 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 4.68B | 5,660% |
| Annual Yield % from dividends | 1.89 | 1.85 | 103% |
| Returns for 1 year | 8.84 | 10.87 | 81% |
| Returns for 3 years | 52.03 | 44.83 | 116% |
| Returns for 5 years | 45.11 | 37.41 | 121% |
| Returns for 10 years | 91.64 | 79.00 | 116% |
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