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CLBAX vs FBFRX
CLBAX vs FBFRX Comparison
Open Charts CLBAX vs FBFRX
American Funds American Balanced 529A
Price$35.00
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Franklin Managed Income R6
Price$12.70
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
CLBAX vs FBFRX Comparison Chart
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CLBAX vs. FBFRX commentary
Dec 18, 2024
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 FBFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 230B vs. FBFRX (3.45B). FBFRX pays higher dividends than CLBAX: FBFRX (4.77) vs CLBAX (2.23). CLBAX was incepted earlier than FBFRX: CLBAX (23 years) vs FBFRX (12 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FBFRX (92.40). CLBAX has a lower initial minimum investment than FBFRX: CLBAX (250) vs FBFRX (1000000). CLBAX annual gain was more profitable for investors over the last year : 12.51 vs. FBFRX (7.33). CLBAX return over 5 years is better than : 34.39 vs. FBFRX (21.31).
| CLBAX | FBFRX | CLBAX / FBFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 11.523 | 6.393 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 3.45B | 6,671% |
| Annual Yield % from dividends | 2.23 | 4.77 | 47% |
| Returns for 1 year | 12.51 | 7.33 | 171% |
| Returns for 3 years | 13.21 | 6.77 | 195% |
| Returns for 5 years | 34.39 | 21.31 | 161% |
| Returns for 10 years | 58.66 | 42.12 | 139% |