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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 60% M
Price$16.88
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.45B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Aug 17, 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: 256B vs. FSATX (4.45B). CLBFX pays higher dividends than FSATX: CLBFX (1.97) vs FSATX (1.44). 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 : 9.87 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. FSATX (32.58).
| 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 | 9.847 | 10.039 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.45B | 5,748% |
| Annual Yield % from dividends | 1.97 | 1.44 | 137% |
| Returns for 1 year | 8.11 | 9.87 | 82% |
| Returns for 3 years | 31.15 | 23.40 | 133% |
| Returns for 5 years | 40.98 | 32.58 | 126% |
| Returns for 10 years | 82.32 | 60.21 | 137% |
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