Interact to see
Advertisement
Advertisement
CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Franklin Income A
Price$2.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets75.82B
CLBAX vs FKIQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FKIQX commentary
Nov 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 Hold and FKIQX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. FKIQX (75.8B). FKIQX pays higher dividends than CLBAX: FKIQX (5.25) vs CLBAX (1.73). 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). CLBAX annual gain was more profitable for investors over the last year : 8.81 vs. FKIQX (7.30). FKIQX (41.43) and CLBAX (39.86) have equivalent 5 years return.
| 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 | 13.743 | 9.551 | 144% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 75.8B | 348% |
| Annual Yield % from dividends | 1.73 | 5.25 | 33% |
| Returns for 1 year | 8.81 | 7.30 | 121% |
| Returns for 3 years | 41.33 | 27.38 | 151% |
| Returns for 5 years | 39.86 | 41.43 | 96% |
| Returns for 10 years | 82.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MYMG | 24.69 | N/A | N/A |
| SPDR SSGA My2027 Municipal Bond ETF | |||
| IBIJ | 26.19 | N/A | N/A |
| iShares iBonds Oct 2033 Term Tips ETF | |||
| UJAN | 42.24 | -0.12 | -0.28% |
| Innovator US Equity Ultra Buff ETF™ Jan | |||
| JHMD | 39.78 | -0.47 | -1.17% |
| JHancock Multifactor Developed Intl ETF | |||
| SCHG | 31.58 | -0.40 | -1.25% |
| Schwab US Large-Cap Growth ETF™ | |||