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CLBAX vs FBMCX
CLBAX vs FBMCX Comparison
Open Charts CLBAX vs FBMCX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Franklin Managed Income C
Price$12.32
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets3.4B
CLBAX vs FBMCX Comparison Chart
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CLBAX vs. FBMCX 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 FBMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. FBMCX (3.4B). FBMCX pays higher dividends than CLBAX: FBMCX (3.73) vs CLBAX (2.23). CLBAX was incepted earlier than FBMCX: CLBAX (23 years) vs FBMCX (19 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 : 12.29 vs. FBMCX (5.59). CLBAX return over 5 years is better than : 31.49 vs. FBMCX (13.71).
| CLBAX | FBMCX | CLBAX / FBMCX | |
| 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 | 1.066 | 183% |
| 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 | 3.73 | 60% |
| Returns for 1 year | 12.29 | 5.59 | 220% |
| Returns for 3 years | 13.84 | 2.09 | 662% |
| Returns for 5 years | 31.49 | 13.71 | 230% |
| Returns for 10 years | 69.06 | 31.04 | 222% |
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