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CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Asset Manager 60%
Price$16.22
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets4.3B
CLBFX vs FSANX Comparison Chart
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CLBFX vs. FSANX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. FSANX (4.3B). CLBFX (2.07) and FSANX (2.02) 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 : 7.17 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. FSANX (38.58).
| 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 | 4.519 | 4.713 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 2.07 | 2.02 | 103% |
| Returns for 1 year | 5.44 | 7.17 | 76% |
| Returns for 3 years | 34.29 | 30.01 | 114% |
| Returns for 5 years | 41.30 | 38.58 | 107% |
| Returns for 10 years | 73.68 | 58.54 | 126% |
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