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CLBAX vs FSATX
CLBAX vs FSATX Comparison
Open Charts CLBAX vs FSATX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% M
Price$17.35
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets5.24B
CLBAX vs FSATX Comparison Chart in %
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CLBAX vs. FSATX 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 FSATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FSATX (5.24B). CLBAX pays higher dividends than FSATX: CLBAX (1.89) vs FSATX (1.46). CLBAX was incepted earlier than FSATX: CLBAX (24 years) vs FSATX (18 years). FSATX (1.20) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSATX (29.00). 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 : 13.14 vs. CLBAX (11.35). CLBAX return over 5 years is better than : 37.40 vs. FSATX (23.70).
| CLBAX | FSATX | CLBAX / FSATX | |
| Total Expense Ratio | 0.58 | 1.17 | 50% |
| Annual Report Gross Expense Ratio | 0.58 | 1.20 | 48% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.460 | 2.962 | 83% |
| Front Load | 4% | 4% | 100% |
| 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 | 1.46 | 130% |
| Returns for 1 year | 11.35 | 13.14 | 86% |
| Returns for 3 years | 36.75 | 32.68 | 112% |
| Returns for 5 years | 37.40 | 23.70 | 158% |
| Returns for 10 years | 100.85 | 88.86 | 113% |
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