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CLBAX vs FASMX
CLBAX vs FASMX Comparison
Open Charts CLBAX vs FASMX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Asset Manager 50%
Price$22.32
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
CLBAX vs FASMX Comparison Chart in %
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CLBAX vs. FASMX commentary
Sep 08, 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: 259B vs. FASMX (9.76B). FASMX pays higher dividends than CLBAX: FASMX (2.25) vs CLBAX (1.80). CLBAX was incepted earlier than FASMX: CLBAX (24 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 annual gain was more profitable for investors over the last year : 9.95 vs. FASMX (9.38). CLBAX return over 5 years is better than : 41.54 vs. FASMX (26.40).
| CLBAX | FASMX | CLBAX / FASMX | |
| Total Expense Ratio | 0.58 | 0.55 | 105% |
| Annual Report Gross Expense Ratio | 0.58 | 0.55 | 105% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 11.362 | 10.321 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.80 | 2.25 | 80% |
| Returns for 1 year | 9.95 | 9.38 | 106% |
| Returns for 3 years | 40.92 | 27.56 | 148% |
| Returns for 5 years | 41.54 | 26.40 | 157% |
| Returns for 10 years | 88.47 | 55.54 | 159% |
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| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| USDCNY | 7.15 | N/A | N/A |
| United States Dollar - China Yuan | |||
| JPYCHF | 0.54 | N/A | N/A |
| Japan Yen - Switzerland Franc | |||
| AUDGBP | 0.49 | -0.00 | -0.02% |
| Australian Dollar - United Kingdom Pound | |||
| CHFJPY | 184.42 | -0.06 | -0.03% |
| Switzerland Franc - Japan Yen | |||
| EURUSD | 1.17 | -0.00 | -0.04% |
| Euro - United States Dollar | |||