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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Asset Manager 60%
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBAX vs FSANX Comparison Chart in %
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CLBAX vs. FSANX commentary
Jul 05, 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 FSANX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FSANX (4.44B). FSANX pays higher dividends than CLBAX: FSANX (1.94) vs CLBAX (1.84). CLBAX was incepted earlier than FSANX: CLBAX (23 years) vs FSANX (18 years). FSANX (0.64) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSANX (17.00). FSANX has a lower initial minimum investment than CLBAX: FSANX (0) vs CLBAX (250). FSANX annual gain was more profitable for investors over the last year : 9.53 vs. CLBAX (7.84). CLBAX return over 5 years is better than : 43.26 vs. FSANX (39.81).
| CLBAX | FSANX | CLBAX / FSANX | |
| Total Expense Ratio | 0.58 | 0.64 | 91% |
| Annual Report Gross Expense Ratio | 0.58 | 0.64 | 91% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.073 | 8.134 | 99% |
| Front Load | 4% | N/A | - |
| 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 | 1.94 | 95% |
| Returns for 1 year | 7.84 | 9.53 | 82% |
| Returns for 3 years | 36.14 | 31.78 | 114% |
| Returns for 5 years | 43.26 | 39.81 | 109% |
| Returns for 10 years | 77.55 | 65.74 | 118% |
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