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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$36.55
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$15.99
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
CLBAX vs FSATX Comparison Chart
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CLBAX vs. FSATX commentary
Nov 14, 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 StrongBuy and FSATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. FSATX (4.21B). CLBAX pays higher dividends than FSATX: CLBAX (2.23) vs FSATX (1.35). CLBAX was incepted earlier than FSATX: CLBAX (23 years) vs FSATX (17 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FSATX (21.00). FSATX has a lower initial minimum investment than CLBAX: FSATX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 24.74 vs. FSATX (19.97). CLBAX return over 5 years is better than : 40.35 vs. FSATX (29.67).
| CLBAX | FSATX | CLBAX / FSATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.741 | 10.781 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.21B | 5,705% |
| Annual Yield % from dividends | 2.23 | 1.35 | 165% |
| Returns for 1 year | 24.74 | 19.97 | 124% |
| Returns for 3 years | 13.53 | 1.22 | 1,106% |
| Returns for 5 years | 40.35 | 29.67 | 136% |
| Returns for 10 years | 66.18 | 44.30 | 149% |
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