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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Advisor Asset Manager 60% M
Price$16.06
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets4.3B
CLBAX vs FSATX Comparison Chart
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CLBAX vs. FSATX commentary
Jun 07, 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: 243B vs. FSATX (4.3B). CLBAX pays higher dividends than FSATX: CLBAX (1.91) vs FSATX (1.50). 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). CLBAX annual gain was more profitable for investors over the last year : 7.12 vs. FSATX (6.53). CLBAX return over 5 years is better than : 36.50 vs. FSATX (31.59).
| 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 | 4.703 | 4.368 | 108% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.3B | 5,654% |
| Annual Yield % from dividends | 1.91 | 1.50 | 127% |
| Returns for 1 year | 7.12 | 6.53 | 109% |
| Returns for 3 years | 23.47 | 18.19 | 129% |
| Returns for 5 years | 36.50 | 31.59 | 116% |
| Returns for 10 years | 71.97 | 50.74 | 142% |
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