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CLBAX vs FBLAX
CLBAX vs FBLAX Comparison
Open Charts CLBAX vs FBLAX
American Funds American Balanced 529A
Price$32.69
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Franklin Managed Income A
Price$11.89
Change-$0.21 (-1.74%)
VolumeN/A
Net Assets3.25B
CLBAX vs FBLAX Comparison Chart
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CLBAX vs. FBLAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 229B vs. FBLAX (3.25B). FBLAX pays higher dividends than CLBAX: FBLAX (4.34) vs CLBAX (1.98). CLBAX was incepted earlier than FBLAX: CLBAX (23 years) vs FBLAX (19 years). FBLAX (0.91) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 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). FBLAX annual gain was more profitable for investors over the last year : 3.35 vs. CLBAX (2.33). CLBAX return over 5 years is better than : 38.56 vs. FBLAX (27.32).
| CLBAX | FBLAX | CLBAX / FBLAX | |
| Total Expense Ratio | 0.60 | 0.90 | 67% |
| Annual Report Gross Expense Ratio | 0.60 | 0.91 | 66% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -2.207 | -0.742 | 298% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 3.25B | 7,037% |
| Annual Yield % from dividends | 1.98 | 4.34 | 46% |
| Returns for 1 year | 2.33 | 3.35 | 70% |
| Returns for 3 years | 12.58 | 3.58 | 351% |
| Returns for 5 years | 38.56 | 27.32 | 141% |
| Returns for 10 years | 59.21 | 32.42 | 183% |
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