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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$38.85
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Fidelity Advisor Asset Manager 60% A
Price$17.55
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets4.68B
CLBAX vs FSAAX Comparison Chart in %
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CLBAX vs. FSAAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FSAAX (4.68B). CLBAX pays higher dividends than FSAAX: CLBAX (1.76) vs FSAAX (1.59). 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 : 11.68 vs. CLBAX (9.98). CLBAX return over 5 years is better than : 44.30 vs. FSAAX (36.83).
| 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 | 14.420 | 14.341 | 101% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.76 | 1.59 | 110% |
| Returns for 1 year | 9.98 | 11.68 | 85% |
| Returns for 3 years | 51.86 | 44.91 | 115% |
| Returns for 5 years | 44.30 | 36.83 | 120% |
| Returns for 10 years | 89.16 | 74.98 | 119% |
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