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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% A
Price$15.93
Change-$0.12 (-0.75%)
VolumeN/A
CapitalizationN/A
CLBAX vs FSAAX Comparison Chart
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CLBAX vs. FSAAX commentary
Nov 18, 2024
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 StrongBuy and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FSAAX (4.21B). CLBAX pays higher dividends than FSAAX: CLBAX (2.23) vs FSAAX (1.57). CLBAX was incepted earlier than FSAAX: CLBAX (23 years) vs FSAAX (17 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FSAAX (21.00). FSAAX has a lower initial minimum investment than CLBAX: FSAAX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 20.85 vs. FSAAX (16.40). CLBAX return over 5 years is better than : 37.36 vs. FSAAX (28.94).
| CLBAX | FSAAX | CLBAX / FSAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 14.033 | 9.560 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.21B | 5,610% |
| Annual Yield % from dividends | 2.23 | 1.57 | 142% |
| Returns for 1 year | 20.85 | 16.40 | 127% |
| Returns for 3 years | 11.92 | 0.65 | 1,824% |
| Returns for 5 years | 37.36 | 28.94 | 129% |
| Returns for 10 years | 63.23 | 45.44 | 139% |
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