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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% M
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Jul 07, 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: 252B 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 : 8.92 vs. CLBFX (8.02). CLBFX return over 5 years is better than : 44.49 vs. FSATX (35.94).
| 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 | 8.169 | 7.823 | 104% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.99 | 1.45 | 138% |
| Returns for 1 year | 8.02 | 8.92 | 90% |
| Returns for 3 years | 36.80 | 29.60 | 124% |
| Returns for 5 years | 44.49 | 35.94 | 124% |
| Returns for 10 years | 81.14 | 56.56 | 143% |
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