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CLBAX vs FASMX
CLBAX vs FASMX Comparison
Open Charts CLBAX vs FASMX
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.
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).
| 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 | 37 years | - |
| Gain YTD | 8.073 | 7.346 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.84 | 2.25 | 82% |
| Returns for 1 year | 7.84 | 8.37 | 94% |
| Returns for 3 years | 36.14 | 24.25 | 149% |
| Returns for 5 years | 43.26 | 28.48 | 152% |
| Returns for 10 years | 77.55 | 46.35 | 167% |
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