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CLBAX vs FBLAX
CLBAX vs FBLAX Comparison
Open Charts CLBAX vs FBLAX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Franklin Managed Income A
Price$12.46
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets3.4B
CLBAX vs FBLAX Comparison Chart
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CLBAX vs. FBLAX commentary
Jan 19, 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: 240B vs. FBLAX (3.4B). 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 : 12.29 vs. FBLAX (6.45). CLBAX return over 5 years is better than : 31.49 vs. FBLAX (17.06).
| 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 | 1.956 | 1.054 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 3.4B | 7,051% |
| Annual Yield % from dividends | 2.23 | 4.45 | 50% |
| Returns for 1 year | 12.29 | 6.45 | 191% |
| Returns for 3 years | 13.84 | 3.71 | 373% |
| Returns for 5 years | 31.49 | 17.06 | 185% |
| Returns for 10 years | 69.06 | 37.72 | 183% |
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