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CLBAX vs FSAAX
CLBAX vs FSAAX Comparison
Open Charts CLBAX vs FSAAX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% A
Price$17.45
Change-$0.12 (-0.68%)
VolumeN/A
Net Assets5.24B
CLBAX vs FSAAX Comparison Chart in %
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CLBAX vs. FSAAX commentary
Feb 05, 2026
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 Hold and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FSAAX (5.24B). CLBAX pays higher dividends than FSAAX: CLBAX (1.89) vs FSAAX (1.69). 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 (29.00). 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 annual gain was more profitable for investors over the last year : 13.41 vs. CLBAX (11.35). CLBAX return over 5 years is better than : 37.40 vs. FSAAX (25.34).
| 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 | 2.460 | 3.005 | 82% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 1.89 | 1.69 | 112% |
| Returns for 1 year | 11.35 | 13.41 | 85% |
| Returns for 3 years | 36.75 | 33.80 | 109% |
| Returns for 5 years | 37.40 | 25.34 | 148% |
| Returns for 10 years | 100.85 | 93.73 | 108% |
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