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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
Fidelity Advisor Asset Manager 60% A
Price$14.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets4.21B
CLBAX vs FSAAX Comparison Chart
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CLBAX vs. FSAAX commentary
Apr 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 225B vs. FSAAX (4.21B). CLBAX pays higher dividends than FSAAX: CLBAX (1.98) vs FSAAX (1.81). CLBAX was incepted earlier than FSAAX: CLBAX (23 years) vs FSAAX (18 years). FSAAX (0.94) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FSAAX (21.00). 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 : 3.31 vs. CLBAX (2.56). FSAAX (34.90) and CLBAX (33.40) have equivalent 5 years return.
| CLBAX | FSAAX | CLBAX / FSAAX | |
| Total Expense Ratio | 0.60 | 0.94 | 64% |
| Annual Report Gross Expense Ratio | 0.60 | 0.94 | 64% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.700 | -3.245 | 114% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.21B | 5,350% |
| Annual Yield % from dividends | 1.98 | 1.81 | 109% |
| Returns for 1 year | 2.56 | 3.31 | 77% |
| Returns for 3 years | 11.10 | 6.29 | 177% |
| Returns for 5 years | 33.40 | 34.90 | 96% |
| Returns for 10 years | 55.90 | 41.12 | 136% |
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