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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Advisor Asset Manager 60% M
Price$17.41
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.68B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX 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 FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. FSATX (4.68B). CLBFX pays higher dividends than FSATX: CLBFX (1.89) vs FSATX (1.37). 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 : 10.15 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. FSATX (33.59).
| 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 | 14.767 | 13.429 | 110% |
| Front Load | N/A | 4% | - |
| 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 | 1.37 | 138% |
| Returns for 1 year | 8.84 | 10.15 | 87% |
| Returns for 3 years | 52.03 | 42.42 | 123% |
| Returns for 5 years | 45.11 | 33.59 | 134% |
| Returns for 10 years | 91.64 | 69.22 | 132% |
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