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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$36.78
Change+$0.22 (+0.60%)
VolumeN/A
Net Assets252.22B
Fidelity Advisor Asset Manager 60% M
Price$16.53
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets4.44B
CLBAX vs FSATX Comparison Chart in %
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CLBAX vs. FSATX commentary
Jul 11, 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 FSATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FSATX (4.44B). CLBAX pays higher dividends than FSATX: CLBAX (1.84) vs FSATX (1.45). CLBAX was incepted earlier than FSATX: CLBAX (23 years) vs FSATX (18 years). FSATX (1.19) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). CLBAX (4%) and FSATX (4%) have equivalent initial investment costs. FSATX has a lower initial minimum investment than CLBAX: FSATX (0) vs CLBAX (250). FSATX annual gain was more profitable for investors over the last year : 7.98 vs. CLBAX (7.50). CLBAX return over 5 years is better than : 42.01 vs. FSATX (33.65).
| CLBAX | FSATX | CLBAX / FSATX | |
| Total Expense Ratio | 0.58 | 1.19 | 49% |
| Annual Report Gross Expense Ratio | 0.58 | 1.19 | 49% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.014 | 7.236 | 111% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.84 | 1.45 | 127% |
| Returns for 1 year | 7.50 | 7.98 | 94% |
| Returns for 3 years | 35.88 | 28.23 | 127% |
| Returns for 5 years | 42.01 | 33.65 | 125% |
| Returns for 10 years | 77.03 | 55.57 | 139% |
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