Ad is loading...
Ad is loading...
CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Franklin Income A
Price$2.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBAX vs FKIQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FKIQX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FKIQX (74.3B). 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 : 20.85 vs. FKIQX (15.82). CLBAX return over 5 years is better than : 37.36 vs. FKIQX (32.55).
| 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 | 14.033 | 8.821 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 74.3B | 318% |
| Annual Yield % from dividends | 2.23 | 5.42 | 41% |
| Returns for 1 year | 20.85 | 15.82 | 132% |
| Returns for 3 years | 11.92 | 10.18 | 117% |
| Returns for 5 years | 37.36 | 32.55 | 115% |
| Returns for 10 years | 63.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...