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CLBCX vs FBFZX
CLBCX vs FBFZX Comparison
Open Charts CLBCX vs FBFZX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Franklin Managed Income Adv
Price$12.37
Change-$0.20 (-1.59%)
VolumeN/A
Net Assets3.38B
CLBCX vs FBFZX Comparison Chart
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CLBCX vs. FBFZX 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 FBFZX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. FBFZX (3.38B). FBFZX pays higher dividends than CLBCX: FBFZX (4.76) vs CLBCX (1.22). CLBCX was incepted earlier than FBFZX: CLBCX (23 years) vs FBFZX (19 years). CLBCX (1.37) is less costly to investors than FBFZX (0.66). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBFZX (31.92). CLBCX has a lower initial minimum investment than FBFZX: CLBCX (250) vs FBFZX (100000). FBFZX annual gain was more profitable for investors over the last year : 6.15 vs. CLBCX (0.61). FBFZX (42.76) and CLBCX (42.55) have equivalent 5 years return.
| CLBCX | FBFZX | CLBCX / FBFZX | |
| Total Expense Ratio | 1.37 | 0.65 | 211% |
| Annual Report Gross Expense Ratio | 1.37 | 0.66 | 208% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -2.356 | 2.927 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 3.38B | 6,957% |
| Annual Yield % from dividends | 1.22 | 4.76 | 26% |
| Returns for 1 year | 0.61 | 6.15 | 10% |
| Returns for 3 years | 7.83 | 6.90 | 114% |
| Returns for 5 years | 42.55 | 42.76 | 100% |
| Returns for 10 years | 48.08 | 40.06 | 120% |
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