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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$33.80
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
Fidelity Advisor Asset Manager 60% M
Price$15.19
Change-$0.11 (-0.72%)
VolumeN/A
Net Assets4.35B
CLBAX vs FSATX Comparison Chart
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CLBAX vs. FSATX commentary
Mar 14, 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 Hold and FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. FSATX (4.36B). CLBAX pays higher dividends than FSATX: CLBAX (1.92) vs FSATX (1.52). CLBAX was incepted earlier than FSATX: CLBAX (23 years) vs FSATX (17 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). CLBAX (3.46) and FSATX (3.44) have marching annual gain over last year. CLBAX (43.83) and FSATX (43.29) 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 | 17 years | - |
| Gain YTD | -1.035 | -0.261 | 397% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.36B | 5,373% |
| Annual Yield % from dividends | 1.92 | 1.52 | 126% |
| Returns for 1 year | 3.46 | 3.44 | 101% |
| Returns for 3 years | 16.85 | 11.46 | 147% |
| Returns for 5 years | 43.83 | 43.29 | 101% |
| Returns for 10 years | 61.63 | 44.83 | 137% |
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