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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$39.65
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
Fidelity Asset Manager 60%
Price$17.91
Change-$0.15 (-0.83%)
VolumeN/A
Net Assets4.85B
CLBAX vs FSANX Comparison Chart in %
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CLBAX vs. FSANX commentary
Dec 13, 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 FSANX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FSANX (4.85B). FSANX pays higher dividends than CLBAX: FSANX (1.81) vs CLBAX (1.70). 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 (11.14) and CLBAX (10.62) have marching annual gain over last year. CLBAX return over 5 years is better than : 42.60 vs. FSANX (32.97).
| 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 | 18.249 | 16.398 | 111% |
| Front Load | 4% | N/A | - |
| 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 | 1.81 | 94% |
| Returns for 1 year | 10.62 | 11.14 | 95% |
| Returns for 3 years | 44.58 | 38.67 | 115% |
| Returns for 5 years | 42.60 | 32.97 | 129% |
| Returns for 10 years | 93.67 | 92.22 | 102% |
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