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CLBCX vs FBLAX
CLBCX vs FBLAX Comparison
Open Charts CLBCX vs FBLAX
American Funds American Balanced 529C
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Franklin Managed Income A
Price$12.61
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets3.33B
CLBCX vs FBLAX Comparison Chart in %
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CLBCX vs. FBLAX commentary
Jul 18, 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: 252B vs. FBLAX (3.33B). FBLAX pays higher dividends than CLBCX: FBLAX (4.34) vs CLBCX (1.13). CLBCX was incepted earlier than FBLAX: CLBCX (23 years) vs FBLAX (19 years). CLBCX (1.35) is less costly to investors than FBLAX (0.91). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBLAX (31.92). CLBCX has a lower initial minimum investment than FBLAX: CLBCX (250) vs FBLAX (1000). CLBCX annual gain was more profitable for investors over the last year : 6.25 vs. FBLAX (3.16). CLBCX return over 5 years is better than : 35.56 vs. FBLAX (26.22).
| CLBCX | FBLAX | CLBCX / FBLAX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.35 | 0.91 | 148% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 7.689 | 4.159 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 3.33B | 7,572% |
| Annual Yield % from dividends | 1.13 | 4.34 | 26% |
| Returns for 1 year | 6.25 | 3.16 | 197% |
| Returns for 3 years | 34.04 | 18.84 | 181% |
| Returns for 5 years | 35.56 | 26.22 | 136% |
| Returns for 10 years | 61.97 | 43.03 | 144% |
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