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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Advisor Asset Manager 60% A
Price$15.61
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets4.31B
CLBAX vs FSAAX Comparison Chart
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CLBAX vs. FSAAX commentary
Jan 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: 240B vs. FSAAX (4.31B). 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 : 12.29 vs. FSAAX (10.73). CLBAX return over 5 years is better than : 31.49 vs. FSAAX (26.81).
| 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 | 1.956 | 1.298 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.31B | 5,568% |
| Annual Yield % from dividends | 2.23 | 1.57 | 142% |
| Returns for 1 year | 12.29 | 10.73 | 115% |
| Returns for 3 years | 13.84 | 5.84 | 237% |
| Returns for 5 years | 31.49 | 26.81 | 117% |
| Returns for 10 years | 69.06 | 54.73 | 126% |
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