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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Asset Manager 60%
Price$16.26
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
CLBAX vs FSANX Comparison Chart
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CLBAX vs. FSANX commentary
Nov 23, 2024
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 StrongBuy and FSANX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. FSANX (4.21B). CLBAX pays higher dividends than FSANX: CLBAX (2.23) vs FSANX (1.84). CLBAX was incepted earlier than FSANX: CLBAX (23 years) vs FSANX (17 years). 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 : 20.76 vs. FSANX (16.76). CLBAX return over 5 years is better than : 38.86 vs. FSANX (32.30).
| CLBAX | FSANX | CLBAX / FSANX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 14.919 | 10.951 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.21B | 5,657% |
| Annual Yield % from dividends | 2.23 | 1.84 | 121% |
| Returns for 1 year | 20.76 | 16.76 | 124% |
| Returns for 3 years | 13.53 | 3.61 | 375% |
| Returns for 5 years | 38.86 | 32.30 | 120% |
| Returns for 10 years | 63.49 | 50.54 | 126% |
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