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CLBCX vs FBFZX
CLBCX vs FBFZX Comparison
Open Charts CLBCX vs FBFZX
American Funds American Balanced 529C
Price$34.01
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
Franklin Managed Income Adv
Price$12.21
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets3.27B
CLBCX vs FBFZX Comparison Chart
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CLBCX vs. FBFZX commentary
May 01, 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 Buy and FBFZX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 232B vs. FBFZX (3.27B). FBFZX pays higher dividends than CLBCX: FBFZX (4.59) vs CLBCX (1.22). CLBCX was incepted earlier than FBFZX: CLBCX (23 years) vs FBFZX (19 years). CLBCX (1.35) is less costly to investors than FBFZX (0.66). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBFZX (31.92). CLBCX has a lower initial minimum investment than FBFZX: CLBCX (250) vs FBFZX (100000). CLBCX (5.24) and FBFZX (5.15) have marching annual gain over last year. CLBCX return over 5 years is better than : 34.06 vs. FBFZX (30.59).
| CLBCX | FBFZX | CLBCX / FBFZX | |
| Total Expense Ratio | 1.35 | 0.65 | 208% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -0.781 | 0.559 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 3.27B | 7,101% |
| Annual Yield % from dividends | 1.22 | 4.59 | 27% |
| Returns for 1 year | 5.24 | 5.15 | 102% |
| Returns for 3 years | 16.83 | 10.33 | 163% |
| Returns for 5 years | 34.06 | 30.59 | 111% |
| Returns for 10 years | 49.21 | 36.13 | 136% |
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