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CLBCX vs FBFZX
CLBCX vs FBFZX Comparison
Open Charts CLBCX vs FBFZX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Franklin Managed Income Adv
Price$12.50
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets3.4B
CLBCX vs FBFZX Comparison Chart
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CLBCX vs. FBFZX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FBFZX (3.4B). FBFZX pays higher dividends than CLBCX: FBFZX (4.69) vs CLBCX (1.52). CLBCX was incepted earlier than FBFZX: CLBCX (23 years) vs FBFZX (19 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBFZX (92.40). CLBCX has a lower initial minimum investment than FBFZX: CLBCX (250) vs FBFZX (100000). CLBCX annual gain was more profitable for investors over the last year : 11.42 vs. FBFZX (6.70). CLBCX return over 5 years is better than : 26.62 vs. FBFZX (18.40).
| CLBCX | FBFZX | CLBCX / FBFZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 1.894 | 1.133 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 3.4B | 7,051% |
| Annual Yield % from dividends | 1.52 | 4.69 | 32% |
| Returns for 1 year | 11.42 | 6.70 | 170% |
| Returns for 3 years | 11.24 | 4.44 | 253% |
| Returns for 5 years | 26.62 | 18.40 | 145% |
| Returns for 10 years | 56.78 | 40.25 | 141% |
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