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CLBAX vs FBLAX
CLBAX vs FBLAX Comparison
Open Charts CLBAX vs FBLAX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
Franklin Managed Income A
Price$12.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.43B
CLBAX vs FBLAX Comparison Chart
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CLBAX vs. FBLAX commentary
Feb 23, 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 Hold and FBLAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 245B vs. FBLAX (3.43B). FBLAX pays higher dividends than CLBAX: FBLAX (4.45) vs CLBAX (2.23). CLBAX was incepted earlier than FBLAX: CLBAX (23 years) vs FBLAX (19 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 : 9.22 vs. FBLAX (7.62). CLBAX return over 5 years is better than : 31.74 vs. FBLAX (19.46).
| CLBAX | FBLAX | CLBAX / FBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 2.890 | 2.905 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 3.43B | 7,151% |
| Annual Yield % from dividends | 2.23 | 4.45 | 50% |
| Returns for 1 year | 9.22 | 7.62 | 121% |
| Returns for 3 years | 19.12 | 8.71 | 219% |
| Returns for 5 years | 31.74 | 19.46 | 163% |
| Returns for 10 years | 65.36 | 36.15 | 181% |
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