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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$40.10
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% M
Price$17.78
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets4.85B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Dec 13, 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 StrongBuy and FSATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FSATX (4.85B). CLBFX pays higher dividends than FSATX: CLBFX (1.83) vs FSATX (1.35). 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). CLBFX (10.76) and FSATX (10.57) have marching annual gain over last year. CLBFX return over 5 years is better than : 43.74 vs. FSATX (29.34).
| 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 | 18.399 | 15.776 | 117% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.83 | 1.35 | 135% |
| Returns for 1 year | 10.76 | 10.57 | 102% |
| Returns for 3 years | 45.23 | 36.30 | 125% |
| Returns for 5 years | 43.74 | 29.34 | 149% |
| Returns for 10 years | 97.46 | 81.73 | 119% |
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