CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
FASMX
Price
$21.91
Change
+$0.02 (+0.09%)
Updated
Jul 25 closing price
Net Assets
9.63B
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CLBAX vs FASMX

Header iconCLBAX vs FASMX Comparison
Open Charts CLBAX vs FASMXBanner chart's image
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Asset Manager 50%
Price$21.91
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
CLBAX vs FASMX Comparison Chart in %
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CLBAX vs. FASMX commentary
Jul 28, 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 FASMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. FASMX (9.63B). FASMX pays higher dividends than CLBAX: FASMX (2.25) vs CLBAX (1.84). CLBAX was incepted earlier than FASMX: CLBAX (23 years) vs FASMX (37 years). CLBAX (0.58) is less costly to investors than FASMX (0.55). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than CLBAX: FASMX (0) vs CLBAX (250). CLBAX (10.23) and FASMX (10.00) have marching annual gain over last year. CLBAX return over 5 years is better than : 41.42 vs. FASMX (27.27).
CLBAXFASMXCLBAX / FASMX
Total Expense Ratio0.580.55105%
Annual Report Gross Expense Ratio0.580.55105%
Fund Existence23 years37 years-
Gain YTD9.0138.295109%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B9.63B2,638%
Annual Yield % from dividends1.842.2582%
Returns for 1 year10.2310.00102%
Returns for 3 years35.7623.51152%
Returns for 5 years41.4227.27152%
Returns for 10 years77.5847.39164%
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