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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Franklin Income A
Price$2.29
Change+$0.08 (+3.62%)
VolumeN/A
Net Assets68.49B
CLBAX vs FKIQX Comparison Chart
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CLBAX vs. FKIQX commentary
Apr 10, 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: 220B vs. FKIQX (68.5B). FKIQX pays higher dividends than CLBAX: FKIQX (5.45) vs CLBAX (1.98). CLBAX was incepted earlier than FKIQX: CLBAX (23 years) vs FKIQX (7 years). FKIQX (0.72) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FKIQX (49.72). 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 annual gain was more profitable for investors over the last year : 0.60 vs. CLBAX (-3.59). FKIQX return over 5 years is better than : 39.14 vs. CLBAX (31.84).
| CLBAX | FKIQX | CLBAX / FKIQX | |
| Total Expense Ratio | 0.60 | 0.71 | 85% |
| Annual Report Gross Expense Ratio | 0.60 | 0.72 | 83% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | -6.950 | -4.233 | 164% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 68.5B | 321% |
| Annual Yield % from dividends | 1.98 | 5.45 | 36% |
| Returns for 1 year | -3.59 | 0.60 | -598% |
| Returns for 3 years | 6.11 | 3.03 | 201% |
| Returns for 5 years | 31.84 | 39.14 | 81% |
| Returns for 10 years | 51.06 | N/A | - |
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