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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 60% M
Price$16.71
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets4.44B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Jul 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 Buy and FSATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. FSATX (4.44B). CLBFX pays higher dividends than FSATX: CLBFX (1.99) vs FSATX (1.45). 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 : 11.05 vs. CLBFX (10.40). CLBFX return over 5 years is better than : 42.59 vs. FSATX (34.32).
| 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 | 9.111 | 8.931 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.44B | 5,721% |
| Annual Yield % from dividends | 1.99 | 1.45 | 138% |
| Returns for 1 year | 10.40 | 11.05 | 94% |
| Returns for 3 years | 36.42 | 28.91 | 126% |
| Returns for 5 years | 42.59 | 34.32 | 124% |
| Returns for 10 years | 81.10 | 57.89 | 140% |
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