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CLBAX vs FBMCX
CLBAX vs FBMCX Comparison
Open Charts CLBAX vs FBMCX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Franklin Managed Income C
Price$12.65
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
CLBAX vs FBMCX Comparison Chart
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CLBAX vs. FBMCX 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 FBMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FBMCX (3.49B). FBMCX pays higher dividends than CLBAX: FBMCX (3.73) vs CLBAX (2.23). CLBAX was incepted earlier than FBMCX: CLBAX (23 years) vs FBMCX (18 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FBMCX (92.40). CLBAX has a lower initial minimum investment than FBMCX: CLBAX (250) vs FBMCX (1000). CLBAX annual gain was more profitable for investors over the last year : 20.85 vs. FBMCX (13.20). CLBAX return over 5 years is better than : 37.36 vs. FBMCX (14.34).
| CLBAX | FBMCX | CLBAX / FBMCX | |
| 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 | 6.081 | 231% |
| 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 | 3.73 | 60% |
| Returns for 1 year | 20.85 | 13.20 | 158% |
| Returns for 3 years | 11.92 | 1.44 | 830% |
| Returns for 5 years | 37.36 | 14.34 | 260% |
| Returns for 10 years | 63.23 | 30.90 | 205% |
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