Interact to see
Advertisement
Advertisement
CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% M
Price$17.35
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets5.24B
CLBFX vs FSATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSATX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FSATX (5.24B). CLBFX pays higher dividends than FSATX: CLBFX (2.03) vs FSATX (1.46). CLBFX was incepted earlier than FSATX: CLBFX (23 years) vs FSATX (18 years). FSATX (1.20) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSATX (29.00). 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 : 13.14 vs. CLBFX (11.50). CLBFX return over 5 years is better than : 38.44 vs. FSATX (23.70).
| CLBFX | FSATX | CLBFX / FSATX | |
| Total Expense Ratio | 0.67 | 1.17 | 57% |
| Annual Report Gross Expense Ratio | 0.67 | 1.20 | 56% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.464 | 2.962 | 83% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 2.03 | 1.46 | 140% |
| Returns for 1 year | 11.50 | 13.14 | 88% |
| Returns for 3 years | 37.33 | 32.68 | 114% |
| Returns for 5 years | 38.44 | 23.70 | 162% |
| Returns for 10 years | 104.71 | 88.86 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDAT | 22.28 | 0.10 | +0.47% |
| Tactical Advantage ETF | |||
| VEA | 66.72 | 0.26 | +0.39% |
| Vanguard FTSE Developed Markets ETF | |||
| IDE | 13.35 | N/A | N/A |
| Voya Infrastructure Industrials AND Materials Fund | |||
| AIPI | 37.22 | -0.62 | -1.64% |
| REX AI Equity Premium Income ETF | |||
| ARKF | 41.07 | -1.53 | -3.59% |
| ARK Blockchain & Fintech Innovation ETF | |||