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CLBAX vs FBMCX
CLBAX vs FBMCX Comparison
Open Charts CLBAX vs FBMCX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Franklin Managed Income C
Price$12.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.43B
CLBAX vs FBMCX Comparison Chart
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CLBAX vs. FBMCX commentary
Feb 23, 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 Hold and FBMCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. FBMCX (3.43B). 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 : 9.22 vs. FBMCX (6.78). CLBAX return over 5 years is better than : 31.74 vs. FBMCX (15.94).
| 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 | 2.890 | 2.788 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 3.43B | 7,066% |
| Annual Yield % from dividends | 2.23 | 3.73 | 60% |
| Returns for 1 year | 9.22 | 6.78 | 136% |
| Returns for 3 years | 19.12 | 6.88 | 278% |
| Returns for 5 years | 31.74 | 15.94 | 199% |
| Returns for 10 years | 65.36 | 29.49 | 222% |
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