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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% M
Price$17.20
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.09B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FSATX (5.09B). CLBFX pays higher dividends than FSATX: CLBFX (2.08) vs FSATX (1.50). 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 (17.00). FSATX has a lower initial minimum investment than CLBFX: FSATX (0) vs CLBFX (250). FSATX (14.75) and CLBFX (14.42) have marching annual gain over last year. CLBFX return over 5 years is better than : 39.53 vs. FSATX (24.46).
| 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 | 2.357 | 2.014 | 117% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.09B | 5,308% |
| Annual Yield % from dividends | 2.08 | 1.50 | 139% |
| Returns for 1 year | 14.42 | 14.75 | 98% |
| Returns for 3 years | 38.39 | 33.91 | 113% |
| Returns for 5 years | 39.53 | 24.46 | 162% |
| Returns for 10 years | 105.76 | 86.93 | 122% |
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