Interact to see
Advertisement
Advertisement
CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$36.34
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Franklin Income A
Price$2.40
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets73.68B
CLBAX vs FKIQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FKIQX commentary
Jun 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 248B vs. FKIQX (73.7B). FKIQX pays higher dividends than CLBAX: FKIQX (5.49) vs CLBAX (1.91). CLBAX was incepted earlier than FKIQX: CLBAX (23 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). FKIQX annual gain was more profitable for investors over the last year : 8.31 vs. CLBAX (7.35). FKIQX return over 5 years is better than : 49.35 vs. CLBAX (44.52).
| CLBAX | FKIQX | CLBAX / FKIQX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 6.722 | 4.528 | 148% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 73.7B | 336% |
| Annual Yield % from dividends | 1.91 | 5.49 | 35% |
| Returns for 1 year | 7.35 | 8.31 | 88% |
| Returns for 3 years | 33.69 | 21.44 | 157% |
| Returns for 5 years | 44.52 | 49.35 | 90% |
| Returns for 10 years | 76.05 | N/A | - |