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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$34.30
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 60% A
Price$15.56
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
CLBAX vs FSAAX Comparison Chart
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CLBAX vs. FSAAX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. FSAAX (4.18B). CLBAX pays higher dividends than FSAAX: CLBAX (1.98) vs FSAAX (1.80). 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 (4.89) and CLBAX (4.71) have marching annual gain over last year. CLBAX (38.50) and FSAAX (37.34) have equivalent 5 years return.
| CLBAX | FSAAX | CLBAX / FSAAX | |
| Total Expense Ratio | 0.58 | 0.94 | 62% |
| Annual Report Gross Expense Ratio | 0.58 | 0.94 | 62% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 0.428 | 0.909 | 47% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 1.98 | 1.80 | 110% |
| Returns for 1 year | 4.71 | 4.89 | 96% |
| Returns for 3 years | 23.15 | 19.58 | 118% |
| Returns for 5 years | 38.50 | 37.34 | 103% |
| Returns for 10 years | 62.65 | 47.69 | 131% |
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