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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$16.02
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
CLBAX vs FSATX Comparison Chart
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CLBAX vs. FSATX commentary
Nov 23, 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 StrongSell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B 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 : 21.13 vs. FSATX (16.55). CLBAX return over 5 years is better than : 39.28 vs. FSATX (28.99).
| 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 | 15.266 | 10.712 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.21B | 5,657% |
| Annual Yield % from dividends | 2.23 | 1.35 | 165% |
| Returns for 1 year | 21.13 | 16.55 | 128% |
| Returns for 3 years | 13.80 | 2.40 | 574% |
| Returns for 5 years | 39.28 | 28.99 | 136% |
| Returns for 10 years | 63.86 | 42.74 | 149% |