Interact to see
Advertisement
Advertisement
CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$36.79
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
Franklin Income A
Price$2.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.62B
CLBAX vs FKIQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FKIQX commentary
Jul 20, 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 FKIQX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FKIQX (74.6B). FKIQX pays higher dividends than CLBAX: FKIQX (5.38) vs CLBAX (1.84). CLBAX was incepted earlier than FKIQX: CLBAX (23 years) vs FKIQX (7 years). FKIQX (0.72) is less costly to investors than CLBAX (0.58). FKIQX is a more actively managed with annual turnover of: 49.72 vs. CLBAX (44.00). FKIQX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than FKIQX: CLBAX (250) vs FKIQX (1000). FKIQX (7.81) and CLBAX (7.50) have marching annual gain over last year. FKIQX return over 5 years is better than : 47.77 vs. CLBAX (40.66).
| CLBAX | FKIQX | CLBAX / FKIQX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 8.044 | 6.316 | 127% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 74.6B | 338% |
| Annual Yield % from dividends | 1.84 | 5.38 | 34% |
| Returns for 1 year | 7.50 | 7.81 | 96% |
| Returns for 3 years | 34.97 | 24.19 | 145% |
| Returns for 5 years | 40.66 | 47.77 | 85% |
| Returns for 10 years | 74.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement