Interact to see
Advertisement
Advertisement
CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 60% A
Price$16.12
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets4.3B
CLBAX vs FSAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FSAAX commentary
Jun 15, 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: 244B vs. FSAAX (4.3B). CLBAX pays higher dividends than FSAAX: CLBAX (1.91) vs FSAAX (1.74). 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 : 6.90 vs. CLBAX (5.26). CLBAX return over 5 years is better than : 40.12 vs. FSAAX (36.43).
| 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 | 4.431 | 4.607 | 96% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.91 | 1.74 | 110% |
| Returns for 1 year | 5.26 | 6.90 | 76% |
| Returns for 3 years | 33.60 | 28.85 | 116% |
| Returns for 5 years | 40.12 | 36.43 | 110% |
| Returns for 10 years | 70.29 | 53.64 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VTMFX | 45.52 | -0.28 | -0.61% |
| Vanguard Tax-Managed Balanced Adm | |||
| FSUTX | 123.71 | -0.81 | -0.65% |
| Fidelity Select Utilities | |||
| JHACX | 9.80 | -0.11 | -1.11% |
| JHancock Multi-Asset Absolute Return C | |||
| VCGEX | 6.80 | -0.08 | -1.16% |
| VALIC Company I Emerg Economies | |||
| WCMVX | 17.55 | -0.27 | -1.52% |
| WCM Focused International Equity Ins | |||