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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 60% A
Price$17.42
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.81B
CLBAX vs FSAAX Comparison Chart in %
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CLBAX vs. FSAAX commentary
Nov 20, 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 CLBAX is a Hold and FSAAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. FSAAX (4.81B). CLBAX pays higher dividends than FSAAX: CLBAX (1.73) vs FSAAX (1.57). CLBAX was incepted earlier than FSAAX: CLBAX (24 years) vs FSAAX (18 years). FSAAX (0.94) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). FSAAX has a lower initial minimum investment than CLBAX: FSAAX (0) vs CLBAX (250). FSAAX annual gain was more profitable for investors over the last year : 10.48 vs. CLBAX (9.00). CLBAX return over 5 years is better than : 40.59 vs. FSAAX (30.57).
| CLBAX | FSAAX | CLBAX / FSAAX | |
| Total Expense Ratio | 0.58 | 0.94 | 62% |
| Annual Report Gross Expense Ratio | 0.58 | 0.94 | 62% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.067 | 12.979 | 108% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.81B | 5,464% |
| Annual Yield % from dividends | 1.73 | 1.57 | 111% |
| Returns for 1 year | 9.00 | 10.48 | 86% |
| Returns for 3 years | 41.73 | 35.67 | 117% |
| Returns for 5 years | 40.59 | 30.57 | 133% |
| Returns for 10 years | 83.31 | 70.56 | 118% |
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