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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$39.65
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% A
Price$17.77
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets4.85B
CLBAX vs FSAAX Comparison Chart in %
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CLBAX vs. FSAAX commentary
Dec 14, 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 StrongBuy and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FSAAX (4.85B). CLBAX pays higher dividends than FSAAX: CLBAX (1.70) vs FSAAX (1.56). CLBAX was incepted earlier than FSAAX: CLBAX (24 years) vs FSAAX (18 years). FSAAX (0.95) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). FSAAX has a lower initial minimum investment than CLBAX: FSAAX (0) vs CLBAX (250). FSAAX (10.84) and CLBAX (10.62) have marching annual gain over last year. CLBAX return over 5 years is better than : 42.60 vs. FSAAX (30.97).
| CLBAX | FSAAX | CLBAX / FSAAX | |
| Total Expense Ratio | 0.58 | 0.92 | 63% |
| Annual Report Gross Expense Ratio | 0.58 | 0.95 | 61% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 18.249 | 16.093 | 113% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.70 | 1.56 | 109% |
| Returns for 1 year | 10.62 | 10.84 | 98% |
| Returns for 3 years | 44.58 | 37.38 | 119% |
| Returns for 5 years | 42.60 | 30.97 | 138% |
| Returns for 10 years | 93.67 | 86.29 | 109% |
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