CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FSAAX
Price
$16.64
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
4.44B
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CLBAX vs FSAAX

Header iconCLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAXBanner chart's image
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.

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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).
CLBAXFSAAXCLBAX / FSAAX
Total Expense Ratio0.580.9462%
Annual Report Gross Expense Ratio0.580.9462%
Fund Existence23 years18 years-
Gain YTD8.0737.982101%
Front Load4%6%61%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B4.44B5,676%
Annual Yield % from dividends1.841.68110%
Returns for 1 year7.849.2185%
Returns for 3 years36.1430.54118%
Returns for 5 years43.2637.58115%
Returns for 10 years77.5560.42128%
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