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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$34.27
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
Fidelity Asset Manager 60%
Price$15.69
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets4.18B
CLBAX vs FSANX Comparison Chart
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CLBAX vs. FSANX commentary
May 10, 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: 234B vs. FSANX (4.18B). FSANX pays higher dividends than CLBAX: FSANX (2.09) 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 (0.58). 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 : 4.89 vs. CLBAX (4.21). FSANX (39.59) and CLBAX (38.38) have equivalent 5 years return.
| 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 | 0.341 | 1.097 | 31% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 1.98 | 2.09 | 95% |
| Returns for 1 year | 4.21 | 4.89 | 86% |
| Returns for 3 years | 22.80 | 20.53 | 111% |
| Returns for 5 years | 38.38 | 39.59 | 97% |
| Returns for 10 years | 62.83 | 52.93 | 119% |