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CLBAX vs FBMCX
CLBAX vs FBMCX Comparison
Open Charts CLBAX vs FBMCX
American Funds American Balanced 529A
Price$36.44
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
Franklin Managed Income C
Price$12.37
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.32B
CLBAX vs FBMCX Comparison Chart in %
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CLBAX vs. FBMCX commentary
Jun 29, 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 FBMCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 249B vs. FBMCX (3.32B). FBMCX pays higher dividends than CLBAX: FBMCX (3.68) vs CLBAX (1.91). CLBAX was incepted earlier than FBMCX: CLBAX (23 years) vs FBMCX (19 years). FBMCX (1.66) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FBMCX (31.92). 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 : 7.59 vs. FBMCX (4.55). CLBAX return over 5 years is better than : 44.92 vs. FBMCX (25.97).
| CLBAX | FBMCX | CLBAX / FBMCX | |
| Total Expense Ratio | 0.58 | 1.65 | 35% |
| Annual Report Gross Expense Ratio | 0.58 | 1.66 | 35% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 7.016 | 3.372 | 208% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 3.32B | 7,502% |
| Annual Yield % from dividends | 1.91 | 3.68 | 52% |
| Returns for 1 year | 7.59 | 4.55 | 167% |
| Returns for 3 years | 35.14 | 16.05 | 219% |
| Returns for 5 years | 44.92 | 25.97 | 173% |
| Returns for 10 years | 76.39 | 35.79 | 213% |
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