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CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Fidelity Asset Manager 60%
Price$17.42
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets4.55B
CLBFX vs FSANX Comparison Chart in %
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CLBFX vs. FSANX commentary
Sep 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 Hold and FSANX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FSANX (4.55B). CLBFX (1.94) and FSANX (1.89) 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 : 10.20 vs. CLBFX (7.92). CLBFX return over 5 years is better than : 46.68 vs. FSANX (41.10).
| 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 | 12.614 | 12.976 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.55B | 5,785% |
| Annual Yield % from dividends | 1.94 | 1.89 | 103% |
| Returns for 1 year | 7.92 | 10.20 | 78% |
| Returns for 3 years | 51.39 | 45.31 | 113% |
| Returns for 5 years | 46.68 | 41.10 | 114% |
| Returns for 10 years | 98.98 | 86.12 | 115% |
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