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CLBCX vs FBFQX
CLBCX vs FBFQX Comparison
Open Charts CLBCX vs FBFQX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Franklin Managed Income R
Price$12.38
Change-$0.19 (-1.51%)
VolumeN/A
Net Assets3.38B
CLBCX vs FBFQX Comparison Chart
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CLBCX vs. FBFQX commentary
Apr 05, 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 CLBCX is a Hold and FBFQX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. FBFQX (3.38B). FBFQX pays higher dividends than CLBCX: FBFQX (4.27) vs CLBCX (1.22). CLBCX was incepted earlier than FBFQX: CLBCX (23 years) vs FBFQX (19 years). CLBCX (1.37) is less costly to investors than FBFQX (1.16). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBFQX (31.92). CLBCX has a lower initial minimum investment than FBFQX: CLBCX (250) vs FBFQX (1000). FBFQX annual gain was more profitable for investors over the last year : 5.63 vs. CLBCX (0.61). CLBCX return over 5 years is better than : 42.55 vs. FBFQX (39.64).
| CLBCX | FBFQX | CLBCX / FBFQX | |
| Total Expense Ratio | 1.37 | 1.15 | 119% |
| Annual Report Gross Expense Ratio | 1.37 | 1.16 | 118% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -2.356 | 2.715 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 3.38B | 6,957% |
| Annual Yield % from dividends | 1.22 | 4.27 | 29% |
| Returns for 1 year | 0.61 | 5.63 | 11% |
| Returns for 3 years | 7.83 | 5.40 | 145% |
| Returns for 5 years | 42.55 | 39.64 | 107% |
| Returns for 10 years | 48.08 | 35.26 | 136% |
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