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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% A
Price$16.64
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBAX vs FSAAX Comparison Chart in %
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CLBAX vs. FSAAX commentary
Jul 07, 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: 252B 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 : 9.21 vs. CLBAX (7.84). CLBAX return over 5 years is better than : 43.26 vs. FSAAX (37.58).
| 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 | 8.073 | 7.982 | 101% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.84 | 1.68 | 110% |
| Returns for 1 year | 7.84 | 9.21 | 85% |
| Returns for 3 years | 36.14 | 30.54 | 118% |
| Returns for 5 years | 43.26 | 37.58 | 115% |
| Returns for 10 years | 77.55 | 60.42 | 128% |
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