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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% M
Price$17.52
Change-$0.20 (-1.13%)
VolumeN/A
Net Assets4.81B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FSATX (4.81B). CLBFX pays higher dividends than FSATX: CLBFX (1.86) vs FSATX (1.35). 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 : 12.53 vs. CLBFX (8.91). CLBFX return over 5 years is better than : 42.56 vs. FSATX (32.69).
| 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 | 14.974 | 15.515 | 97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.86 | 1.35 | 138% |
| Returns for 1 year | 8.91 | 12.53 | 71% |
| Returns for 3 years | 44.01 | 38.33 | 115% |
| Returns for 5 years | 42.56 | 32.69 | 130% |
| Returns for 10 years | 90.28 | 72.49 | 125% |
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