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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$33.05
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Fidelity Asset Manager 60%
Price$14.94
Change+$0.18 (+1.22%)
VolumeN/A
Net Assets4.21B
CLBAX vs FSANX Comparison Chart
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CLBAX vs. FSANX commentary
Apr 12, 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: 224B vs. FSANX (4.21B). FSANX pays higher dividends than CLBAX: FSANX (2.10) vs CLBAX (1.98). CLBAX was incepted earlier than FSANX: CLBAX (23 years) vs FSANX (18 years). FSANX (0.64) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FSANX (21.00). FSANX has a lower initial minimum investment than CLBAX: FSANX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 0.90 vs. FSANX (-0.35). FSANX (37.18) and CLBAX (37.11) have equivalent 5 years return.
| CLBAX | FSANX | CLBAX / FSANX | |
| Total Expense Ratio | 0.60 | 0.64 | 94% |
| Annual Report Gross Expense Ratio | 0.60 | 0.64 | 94% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.231 | -4.713 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 1.98 | 2.10 | 94% |
| Returns for 1 year | 0.90 | -0.35 | -254% |
| Returns for 3 years | 11.54 | 5.37 | 215% |
| Returns for 5 years | 37.11 | 37.18 | 100% |
| Returns for 10 years | 57.22 | 43.14 | 133% |
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