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CLBAX vs FSANX
CLBAX vs FSANX Comparison
Open Charts CLBAX vs FSANX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Fidelity Asset Manager 60%
Price$17.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.68B
CLBAX vs FSANX Comparison Chart in %
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CLBAX vs. FSANX commentary
Oct 19, 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 FSANX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FSANX (4.68B). FSANX (1.85) and CLBAX (1.76) have matching dividends . CLBAX was incepted earlier than FSANX: CLBAX (24 years) vs FSANX (18 years). FSANX (0.64) 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 : 10.87 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. FSANX (37.41).
| CLBAX | FSANX | CLBAX / FSANX | |
| Total Expense Ratio | 0.58 | 0.64 | 91% |
| Annual Report Gross Expense Ratio | 0.58 | 0.64 | 91% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.656 | 14.009 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.76 | 1.85 | 95% |
| Returns for 1 year | 8.72 | 10.87 | 80% |
| Returns for 3 years | 51.33 | 44.83 | 115% |
| Returns for 5 years | 43.96 | 37.41 | 118% |
| Returns for 10 years | 88.01 | 79.00 | 111% |
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