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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$37.50
Change+$0.42 (+1.13%)
VolumeN/A
Net Assets256.44B
Franklin Income A
Price$2.46
Change+$0.02 (+0.82%)
VolumeN/A
Net Assets75.94B
CLBAX vs FKIQX Comparison Chart in %
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CLBAX vs. FKIQX commentary
Aug 26, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. FKIQX (75.9B). FKIQX pays higher dividends than CLBAX: FKIQX (5.38) vs CLBAX (1.82). CLBAX was incepted earlier than FKIQX: CLBAX (24 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 (8.21) and CLBAX (8.03) have marching annual gain over last year. FKIQX return over 5 years is better than : 48.95 vs. CLBAX (40.36).
| CLBAX | FKIQX | CLBAX / FKIQX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 10.129 | 8.560 | 118% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 75.9B | 337% |
| Annual Yield % from dividends | 1.82 | 5.38 | 34% |
| Returns for 1 year | 8.03 | 8.21 | 98% |
| Returns for 3 years | 34.47 | 24.23 | 142% |
| Returns for 5 years | 40.36 | 48.95 | 82% |
| Returns for 10 years | 92.43 | N/A | - |
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