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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% A
Price$17.21
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets4.55B
CLBAX vs FSAAX Comparison Chart in %
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CLBAX vs. FSAAX commentary
Sep 09, 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 Buy and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. FSAAX (4.55B). CLBAX pays higher dividends than FSAAX: CLBAX (1.80) vs FSAAX (1.63). 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 : 11.92 vs. CLBAX (11.28). CLBAX return over 5 years is better than : 41.93 vs. FSAAX (34.70).
| 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 | 11.362 | 11.097 | 102% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.80 | 1.63 | 110% |
| Returns for 1 year | 11.28 | 11.92 | 95% |
| Returns for 3 years | 37.65 | 30.70 | 123% |
| Returns for 5 years | 41.93 | 34.70 | 121% |
| Returns for 10 years | 89.03 | 72.05 | 124% |
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