CLBAX
Price
$36.68
Change
-$0.26 (-0.70%)
Updated
Aug 1 closing price
Net Assets
251.16B
FSANX
Price
$16.67
Change
-$0.11 (-0.66%)
Updated
Aug 1 closing price
Net Assets
4.45B
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CLBAX vs FSANX

Header iconCLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANXBanner chart's image
American Funds American Balanced 529A
Price$36.68
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
Fidelity Asset Manager 60%
Price$16.67
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets4.45B
CLBAX vs FSANX Comparison Chart in %
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CLBAX vs. FSANX commentary
Aug 03, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 251B vs. FSANX (4.45B). FSANX pays higher dividends than CLBAX: FSANX (1.93) vs CLBAX (1.82). 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 : 9.15 vs. CLBAX (7.49). CLBAX return over 5 years is better than : 39.06 vs. FSANX (34.91).
CLBAXFSANXCLBAX / FSANX
Total Expense Ratio0.580.6491%
Annual Report Gross Expense Ratio0.580.6491%
Fund Existence23 years18 years-
Gain YTD7.7207.618101%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets251B4.45B5,635%
Annual Yield % from dividends1.821.9394%
Returns for 1 year7.499.1582%
Returns for 3 years31.8826.02123%
Returns for 5 years39.0634.91112%
Returns for 10 years74.7064.08117%
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