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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Fidelity Asset Manager 60%
Price$17.39
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets5.09B
CLBAX vs FSANX Comparison Chart in %
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CLBAX vs. FSANX commentary
Jan 15, 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 FSANX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FSANX (5.09B). FSANX (2.02) and CLBAX (1.94) have matching dividends . CLBAX was incepted earlier than FSANX: CLBAX (24 years) vs FSANX (18 years). FSANX (0.65) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSANX (17.00). FSANX has a lower initial minimum investment than CLBAX: FSANX (0) vs CLBAX (250). FSANX annual gain was more profitable for investors over the last year : 15.40 vs. CLBAX (14.23). CLBAX return over 5 years is better than : 38.44 vs. FSANX (28.04).
| CLBAX | FSANX | CLBAX / FSANX | |
| Total Expense Ratio | 0.58 | 0.63 | 92% |
| Annual Report Gross Expense Ratio | 0.58 | 0.65 | 89% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.326 | 1.992 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.09B | 5,308% |
| Annual Yield % from dividends | 1.94 | 2.02 | 96% |
| Returns for 1 year | 14.23 | 15.40 | 92% |
| Returns for 3 years | 37.73 | 36.17 | 104% |
| Returns for 5 years | 38.44 | 28.04 | 137% |
| Returns for 10 years | 101.82 | 97.86 | 104% |
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