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CLBAX vs FBLAX
CLBAX vs FBLAX Comparison
Open Charts CLBAX vs FBLAX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Franklin Managed Income A
Price$12.50
Change-$0.17 (-1.34%)
VolumeN/A
CapitalizationN/A
CLBAX vs FBLAX Comparison Chart
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CLBAX vs. FBLAX commentary
Dec 19, 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 FBLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. FBLAX (3.44B). FBLAX pays higher dividends than CLBAX: FBLAX (4.45) vs CLBAX (2.23). CLBAX was incepted earlier than FBLAX: CLBAX (23 years) vs FBLAX (18 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FBLAX (92.40). CLBAX has a lower initial minimum investment than FBLAX: CLBAX (250) vs FBLAX (1000). CLBAX annual gain was more profitable for investors over the last year : 12.51 vs. FBLAX (7.01). CLBAX return over 5 years is better than : 34.39 vs. FBLAX (19.74).
| CLBAX | FBLAX | CLBAX / FBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 11.523 | 6.182 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 3.44B | 7,002% |
| Annual Yield % from dividends | 2.23 | 4.45 | 50% |
| Returns for 1 year | 12.51 | 7.01 | 179% |
| Returns for 3 years | 13.21 | 5.92 | 223% |
| Returns for 5 years | 34.39 | 19.74 | 174% |
| Returns for 10 years | 58.66 | 39.04 | 150% |
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