Ad is loading...
CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$34.49
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Fidelity Asset Manager 60%
Price$16.09
Change+$0.08 (+0.50%)
VolumeN/A
CapitalizationN/A
CLBAX vs FSANX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FSANX commentary
Dec 24, 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 Buy and FSANX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FSANX (4.37B). 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). FSANX annual gain was more profitable for investors over the last year : 10.88 vs. CLBAX (10.17). CLBAX return over 5 years is better than : 31.63 vs. FSANX (27.82).
| 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 | 9.546 | 10.130 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.37B | 5,400% |
| Annual Yield % from dividends | 2.23 | 1.84 | 121% |
| Returns for 1 year | 10.17 | 10.88 | 93% |
| Returns for 3 years | 10.84 | 4.04 | 268% |
| Returns for 5 years | 31.63 | 27.82 | 114% |
| Returns for 10 years | 63.91 | 59.34 | 108% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TOLIX | 14.99 | 0.20 | +1.35% |
| DWS RREEF Global Infrastructure Inst | |||
| FASPX | 52.02 | 0.59 | +1.15% |
| Fidelity Advisor Value Strategies M | |||
| DOXBX | 101.64 | 0.77 | +0.76% |
| Dodge & Cox Balanced X | |||
| OIOAX | 16.59 | 0.08 | +0.48% |
| AXS Income Opportunities A | |||
| MVGIX | 16.51 | 0.06 | +0.36% |
| MFS Low Volatility Global Equity I | |||