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CLBAX vs FBLAX
CLBAX vs FBLAX Comparison
Open Charts CLBAX vs FBLAX
American Funds American Balanced 529A
Price$36.94
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets252.98B
Franklin Managed Income A
Price$12.45
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets3.29B
CLBAX vs FBLAX Comparison Chart in %
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CLBAX vs. FBLAX commentary
Aug 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. FBLAX (3.29B). FBLAX pays higher dividends than CLBAX: FBLAX (4.37) vs CLBAX (1.82). 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 : 7.26 vs. FBLAX (2.51). CLBAX return over 5 years is better than : 40.05 vs. FBLAX (25.78).
| 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 | 8.484 | 3.972 | 214% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 3.29B | 7,697% |
| Annual Yield % from dividends | 1.82 | 4.37 | 42% |
| Returns for 1 year | 7.26 | 2.51 | 289% |
| Returns for 3 years | 31.75 | 13.82 | 230% |
| Returns for 5 years | 40.05 | 25.78 | 155% |
| Returns for 10 years | 75.66 | 43.52 | 174% |
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