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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Fidelity Advisor Asset Manager 60% M
Price$17.23
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets4.55B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX 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 FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. FSATX (4.55B). CLBFX pays higher dividends than FSATX: CLBFX (1.94) vs FSATX (1.41). CLBFX was incepted earlier than FSATX: CLBFX (23 years) vs FSATX (18 years). FSATX (1.19) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than CLBFX: FSATX (0) vs CLBFX (250). FSATX annual gain was more profitable for investors over the last year : 8.22 vs. CLBFX (7.62). CLBFX return over 5 years is better than : 46.68 vs. FSATX (36.55).
| CLBFX | FSATX | CLBFX / FSATX | |
| Total Expense Ratio | 0.67 | 1.19 | 56% |
| Annual Report Gross Expense Ratio | 0.67 | 1.19 | 56% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 12.614 | 11.995 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 4.55B | 5,763% |
| Annual Yield % from dividends | 1.94 | 1.41 | 138% |
| Returns for 1 year | 7.62 | 8.22 | 93% |
| Returns for 3 years | 51.90 | 42.74 | 121% |
| Returns for 5 years | 46.68 | 36.55 | 128% |
| Returns for 10 years | 98.38 | 75.41 | 130% |
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