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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Asset Manager 60%
Price$16.26
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets4.3B
CLBAX vs FSANX Comparison Chart
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CLBAX vs. FSANX commentary
Jun 07, 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: 243B vs. FSANX (4.3B). FSANX pays higher dividends than CLBAX: FSANX (2.02) vs CLBAX (1.91). 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 (7.17) and CLBAX (7.12) have marching annual gain over last year. CLBAX (36.50) and FSANX (35.31) 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 | 4.703 | 4.648 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.3B | 5,654% |
| Annual Yield % from dividends | 1.91 | 2.02 | 95% |
| Returns for 1 year | 7.12 | 7.17 | 99% |
| Returns for 3 years | 23.47 | 20.24 | 116% |
| Returns for 5 years | 36.50 | 35.31 | 103% |
| Returns for 10 years | 71.97 | 59.41 | 121% |
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