CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FASMX
Price
$21.86
Change
+$0.06 (+0.28%)
Updated
Jul 3 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$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Asset Manager 50%
Price$21.86
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
CLBAX vs FASMX Comparison Chart in %
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CLBAX vs. FASMX commentary
Jul 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 FASMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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). FASMX annual gain was more profitable for investors over the last year : 8.37 vs. CLBAX (7.84). CLBAX return over 5 years is better than : 43.26 vs. FASMX (28.48).
CLBAXFASMXCLBAX / FASMX
Total Expense Ratio0.580.55105%
Annual Report Gross Expense Ratio0.580.55105%
Fund Existence23 years37 years-
Gain YTD8.0737.346110%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.842.2582%
Returns for 1 year7.848.3794%
Returns for 3 years36.1424.25149%
Returns for 5 years43.2628.48152%
Returns for 10 years77.5546.35167%
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