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CLBAX vs FASMX
CLBAX vs FASMX Comparison
Open Charts CLBAX vs FASMX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Asset Manager 50%
Price$21.25
Change-$0.17 (-0.79%)
VolumeN/A
Net Assets9.42B
CLBAX vs FASMX Comparison Chart
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CLBAX vs. FASMX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. FASMX (9.42B). FASMX pays higher dividends than CLBAX: FASMX (2.33) vs CLBAX (1.91). CLBAX was incepted earlier than FASMX: CLBAX (23 years) vs FASMX (36 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 : 6.27 vs. CLBAX (5.26). CLBAX return over 5 years is better than : 40.12 vs. FASMX (27.47).
| CLBAX | FASMX | CLBAX / FASMX | |
| Total Expense Ratio | 0.58 | 0.55 | 105% |
| Annual Report Gross Expense Ratio | 0.58 | 0.55 | 105% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 4.431 | 4.350 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 1.91 | 2.33 | 82% |
| Returns for 1 year | 5.26 | 6.27 | 84% |
| Returns for 3 years | 33.60 | 23.11 | 145% |
| Returns for 5 years | 40.12 | 27.47 | 146% |
| Returns for 10 years | 70.29 | 40.48 | 174% |
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