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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$33.20
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets224.6B
Fidelity Advisor Asset Manager 60% M
Price$15.00
Change+$0.14 (+0.94%)
VolumeN/A
Net Assets4.21B
CLBAX vs FSATX Comparison Chart
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CLBAX vs. FSATX commentary
Apr 24, 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: 225B vs. FSATX (4.21B). CLBAX pays higher dividends than FSATX: CLBAX (1.98) vs FSATX (1.56). CLBAX was incepted earlier than FSATX: CLBAX (23 years) vs FSATX (18 years). FSATX (1.19) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FSATX (21.00). 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 : 2.30 vs. CLBAX (1.62). CLBAX (34.29) and FSATX (34.08) have equivalent 5 years return.
| CLBAX | FSATX | CLBAX / FSATX | |
| Total Expense Ratio | 0.60 | 1.19 | 50% |
| Annual Report Gross Expense Ratio | 0.60 | 1.19 | 50% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.817 | -3.129 | 122% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.21B | 5,350% |
| Annual Yield % from dividends | 1.98 | 1.56 | 127% |
| Returns for 1 year | 1.62 | 2.30 | 71% |
| Returns for 3 years | 13.17 | 7.88 | 167% |
| Returns for 5 years | 34.29 | 34.08 | 101% |
| Returns for 10 years | 54.72 | 37.13 | 147% |