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CLBAX vs FBLAX
CLBAX vs FBLAX Comparison
Open Charts CLBAX vs FBLAX
American Funds American Balanced 529A
Price$36.12
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets245.53B
Franklin Managed Income A
Price$12.50
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets3.3B
CLBAX vs FBLAX Comparison Chart in %
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CLBAX vs. FBLAX commentary
Jun 26, 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 FBLAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 246B vs. FBLAX (3.31B). FBLAX pays higher dividends than CLBAX: FBLAX (4.19) vs CLBAX (1.91). CLBAX was incepted earlier than FBLAX: CLBAX (23 years) vs FBLAX (19 years). FBLAX (0.91) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FBLAX (31.92). FBLAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). 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 : 6.58 vs. FBLAX (3.81). CLBAX return over 5 years is better than : 41.98 vs. FBLAX (27.34).
| CLBAX | FBLAX | CLBAX / FBLAX | |
| Total Expense Ratio | 0.58 | 0.90 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.91 | 64% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 6.076 | 2.771 | 219% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 3.31B | 7,443% |
| Annual Yield % from dividends | 1.91 | 4.19 | 46% |
| Returns for 1 year | 6.58 | 3.81 | 173% |
| Returns for 3 years | 32.79 | 16.15 | 203% |
| Returns for 5 years | 41.98 | 27.34 | 154% |
| Returns for 10 years | 73.01 | 40.04 | 182% |
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