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CLBAX vs FBFRX
CLBAX vs FBFRX Comparison
Open Charts CLBAX vs FBFRX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Franklin Managed Income R6
Price$12.14
Change+$0.35 (+2.97%)
VolumeN/A
Net Assets3.16B
CLBAX vs FBFRX Comparison Chart
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CLBAX vs. FBFRX commentary
Apr 10, 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 FBFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 220B vs. FBFRX (3.16B). FBFRX pays higher dividends than CLBAX: FBFRX (4.83) vs CLBAX (1.98). CLBAX was incepted earlier than FBFRX: CLBAX (23 years) vs FBFRX (12 years). CLBAX (0.60) and FBFRX (0.60) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 171.00 vs. FBFRX (31.92). CLBAX has a lower initial minimum investment than FBFRX: CLBAX (250) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : -0.61 vs. CLBAX (-3.59). CLBAX return over 5 years is better than : 31.84 vs. FBFRX (25.40).
| CLBAX | FBFRX | CLBAX / FBFRX | |
| Total Expense Ratio | 0.60 | 0.59 | 102% |
| Annual Report Gross Expense Ratio | 0.60 | 0.60 | 100% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -6.950 | -3.444 | 202% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 3.16B | 6,953% |
| Annual Yield % from dividends | 1.98 | 4.83 | 41% |
| Returns for 1 year | -3.59 | -0.61 | 590% |
| Returns for 3 years | 6.11 | 0.78 | 784% |
| Returns for 5 years | 31.84 | 25.40 | 125% |
| Returns for 10 years | 51.06 | 31.23 | 163% |
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