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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$39.02
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Fidelity Asset Manager 60%
Price$17.68
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets4.68B
CLBAX vs FSANX Comparison Chart in %
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CLBAX vs. FSANX commentary
Oct 09, 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 Hold and FSANX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FSANX (4.68B). FSANX (1.85) and CLBAX (1.76) have matching dividends . CLBAX was incepted earlier than FSANX: CLBAX (24 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 : 11.47 vs. CLBAX (9.94). CLBAX return over 5 years is better than : 44.34 vs. FSANX (37.56).
| CLBAX | FSANX | CLBAX / FSANX | |
| Total Expense Ratio | 0.58 | 0.64 | 91% |
| Annual Report Gross Expense Ratio | 0.58 | 0.64 | 91% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.921 | 14.138 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.76 | 1.85 | 95% |
| Returns for 1 year | 9.94 | 11.47 | 87% |
| Returns for 3 years | 52.52 | 45.67 | 115% |
| Returns for 5 years | 44.34 | 37.56 | 118% |
| Returns for 10 years | 89.99 | 79.86 | 113% |
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