CLBAX
Price
$37.05
Change
-$0.07 (-0.19%)
Updated
Jul 28 closing price
Net Assets
254.37B
FSAAX
Price
$16.75
Change
-$0.07 (-0.42%)
Updated
Jul 28 closing price
Net Assets
4.44B
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CLBAX vs FSAAX

Header iconCLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAXBanner chart's image
American Funds American Balanced 529A
Price$37.05
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 60% A
Price$16.75
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets4.44B
CLBAX vs FSAAX Comparison Chart in %
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CLBAX vs. FSAAX commentary
Jul 30, 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 Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. FSAAX (4.44B). CLBAX pays higher dividends than FSAAX: CLBAX (1.84) vs FSAAX (1.68). CLBAX was incepted earlier than FSAAX: CLBAX (23 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 : 10.46 vs. CLBAX (9.15). CLBAX return over 5 years is better than : 40.10 vs. FSAAX (34.51).
CLBAXFSAAXCLBAX / FSAAX
Total Expense Ratio0.580.9462%
Annual Report Gross Expense Ratio0.580.9462%
Fund Existence23 years18 years-
Gain YTD9.0139.15099%
Front Load4%6%61%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B4.44B5,721%
Annual Yield % from dividends1.841.68110%
Returns for 1 year9.1510.4688%
Returns for 3 years32.2625.86125%
Returns for 5 years40.1034.51116%
Returns for 10 years76.3860.87125%
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