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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Franklin Income A
Price$2.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.35B
CLBAX vs FKIQX Comparison Chart
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CLBAX vs. FKIQX 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 FKIQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. FKIQX (74.4B). 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). FKIQX annual gain was more profitable for investors over the last year : 10.71 vs. CLBAX (9.22). CLBAX (31.74) and FKIQX (30.71) have equivalent 5 years return.
| 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 | 2.890 | 3.065 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 2.23 | 5.42 | 41% |
| Returns for 1 year | 9.22 | 10.71 | 86% |
| Returns for 3 years | 19.12 | 13.36 | 143% |
| Returns for 5 years | 31.74 | 30.71 | 103% |
| Returns for 10 years | 65.36 | N/A | - |