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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$36.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Fidelity Advisor Asset Manager 60% M
Price$16.71
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.45B
CLBAX vs FSATX Comparison Chart in %
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CLBAX vs. FSATX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. FSATX (4.45B). CLBAX pays higher dividends than FSATX: CLBAX (1.82) vs FSATX (1.44). 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 : 12.71 vs. CLBAX (11.41). CLBAX return over 5 years is better than : 38.38 vs. FSATX (31.04).
| 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 | 8.572 | 8.605 | 100% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 4.45B | 5,680% |
| Annual Yield % from dividends | 1.82 | 1.44 | 127% |
| Returns for 1 year | 11.41 | 12.71 | 90% |
| Returns for 3 years | 31.94 | 24.04 | 133% |
| Returns for 5 years | 38.38 | 31.04 | 124% |
| Returns for 10 years | 76.01 | 56.86 | 134% |
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