CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FSATX
Price
$16.54
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
4.44B
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CLBFX vs FSATX

Header iconCLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATXBanner chart's image
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.

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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).
CLBFXFSATXCLBFX / FSATX
Total Expense Ratio0.671.1956%
Annual Report Gross Expense Ratio0.671.1956%
Fund Existence23 years18 years-
Gain YTD8.1697.823104%
Front LoadN/A4%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B4.44B5,676%
Annual Yield % from dividends1.991.45138%
Returns for 1 year8.028.9290%
Returns for 3 years36.8029.60124%
Returns for 5 years44.4935.94124%
Returns for 10 years81.1456.56143%
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