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CLBAX vs FBLAX
CLBAX vs FBLAX Comparison
Open Charts CLBAX vs FBLAX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Franklin Managed Income A
Price$12.79
Change-$0.03 (-0.23%)
VolumeN/A
CapitalizationN/A
CLBAX vs FBLAX Comparison Chart
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CLBAX vs. FBLAX commentary
Nov 18, 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 StrongBuy and FBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FBLAX (3.49B). 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 : 20.85 vs. FBLAX (14.02). CLBAX return over 5 years is better than : 37.36 vs. FBLAX (17.67).
| 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 | 14.033 | 6.792 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 3.49B | 6,758% |
| Annual Yield % from dividends | 2.23 | 4.45 | 50% |
| Returns for 1 year | 20.85 | 14.02 | 149% |
| Returns for 3 years | 11.92 | 3.06 | 390% |
| Returns for 5 years | 37.36 | 17.67 | 211% |
| Returns for 10 years | 63.23 | 37.50 | 169% |
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