Ad is loading...
CLBCX vs FBLAX
CLBCX vs FBLAX Comparison
Open Charts CLBCX vs FBLAX
American Funds American Balanced 529C
Price$32.74
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Franklin Managed Income A
Price$11.89
Change-$0.21 (-1.74%)
VolumeN/A
Net Assets3.25B
CLBCX vs FBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FBLAX commentary
Apr 11, 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 FBLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 229B vs. FBLAX (3.25B). FBLAX pays higher dividends than CLBCX: FBLAX (4.34) vs CLBCX (1.22). CLBCX was incepted earlier than FBLAX: CLBCX (23 years) vs FBLAX (19 years). CLBCX (1.37) is less costly to investors than FBLAX (0.91). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBLAX (31.92). CLBCX has a lower initial minimum investment than FBLAX: CLBCX (250) vs FBLAX (1000). FBLAX annual gain was more profitable for investors over the last year : 3.35 vs. CLBCX (1.58). CLBCX return over 5 years is better than : 33.41 vs. FBLAX (27.32).
| CLBCX | FBLAX | CLBCX / FBLAX | |
| Total Expense Ratio | 1.37 | 0.90 | 152% |
| Annual Report Gross Expense Ratio | 1.37 | 0.91 | 151% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -2.415 | -0.742 | 326% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 3.25B | 7,037% |
| Annual Yield % from dividends | 1.22 | 4.34 | 28% |
| Returns for 1 year | 1.58 | 3.35 | 47% |
| Returns for 3 years | 10.06 | 3.58 | 281% |
| Returns for 5 years | 33.41 | 27.32 | 122% |
| Returns for 10 years | 47.63 | 32.42 | 147% |
View a ticker or compare two or three
VS
VS
Ad is loading...