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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 60% M
Price$17.41
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.68B
CLBAX vs FSATX Comparison Chart in %
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CLBAX vs. FSATX 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 FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FSATX (4.68B). CLBAX pays higher dividends than FSATX: CLBAX (1.76) vs FSATX (1.37). CLBAX was incepted earlier than FSATX: CLBAX (24 years) vs FSATX (18 years). FSATX (1.19) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). CLBAX (4%) and FSATX (4%) have equivalent initial investment costs. FSATX has a lower initial minimum investment than CLBAX: FSATX (0) vs CLBAX (250). FSATX annual gain was more profitable for investors over the last year : 10.22 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. FSATX (33.67).
| CLBAX | FSATX | CLBAX / FSATX | |
| Total Expense Ratio | 0.58 | 1.19 | 49% |
| Annual Report Gross Expense Ratio | 0.58 | 1.19 | 49% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.656 | 13.494 | 109% |
| Front Load | 4% | 4% | 100% |
| 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 | 1.37 | 128% |
| Returns for 1 year | 8.72 | 10.22 | 85% |
| Returns for 3 years | 51.33 | 42.50 | 121% |
| Returns for 5 years | 43.96 | 33.67 | 131% |
| Returns for 10 years | 88.01 | 69.31 | 127% |
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