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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Franklin Income A
Price$2.35
Change-$0.02 (-0.84%)
VolumeN/A
CapitalizationN/A
CLBAX vs FKIQX Comparison Chart
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CLBAX vs. FKIQX commentary
Dec 19, 2024
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 StrongBuy and FKIQX is a Sell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. FKIQX (73.6B). FKIQX pays higher dividends than CLBAX: FKIQX (5.42) vs CLBAX (2.23). CLBAX was incepted earlier than FKIQX: CLBAX (23 years) vs FKIQX (6 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FKIQX (56.23). CLBAX has a lower initial minimum investment than FKIQX: CLBAX (250) vs FKIQX (1000). CLBAX annual gain was more profitable for investors over the last year : 12.51 vs. FKIQX (8.88). CLBAX return over 5 years is better than : 34.39 vs. FKIQX (28.67).
| CLBAX | FKIQX | CLBAX / FKIQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 11.523 | 7.940 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 73.6B | 327% |
| Annual Yield % from dividends | 2.23 | 5.42 | 41% |
| Returns for 1 year | 12.51 | 8.88 | 141% |
| Returns for 3 years | 13.21 | 11.08 | 119% |
| Returns for 5 years | 34.39 | 28.67 | 120% |
| Returns for 10 years | 58.66 | N/A | - |