Ad is loading...
CLBCX vs FCISX
CLBCX vs FCISX Comparison
Open Charts CLBCX vs FCISX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Franklin Income C
Price$2.34
Change+$0.07 (+3.08%)
VolumeN/A
Net Assets68.49B
CLBCX vs FCISX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FCISX 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 FCISX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 217B vs. FCISX (68.5B). FCISX pays higher dividends than CLBCX: FCISX (4.94) vs CLBCX (1.22). CLBCX was incepted earlier than FCISX: CLBCX (23 years) vs FCISX (30 years). CLBCX (1.37) is less costly to investors than FCISX (1.12). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FCISX (49.72). CLBCX has a lower initial minimum investment than FCISX: CLBCX (250) vs FCISX (1000). FCISX annual gain was more profitable for investors over the last year : 0.63 vs. CLBCX (-4.29). FCISX return over 5 years is better than : 36.95 vs. CLBCX (26.95).
| CLBCX | FCISX | CLBCX / FCISX | |
| Total Expense Ratio | 1.37 | 1.11 | 123% |
| Annual Report Gross Expense Ratio | 1.37 | 1.12 | 122% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | -7.141 | -4.246 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 217B | 68.5B | 317% |
| Annual Yield % from dividends | 1.22 | 4.94 | 25% |
| Returns for 1 year | -4.29 | 0.63 | -681% |
| Returns for 3 years | 3.74 | 2.24 | 167% |
| Returns for 5 years | 26.95 | 36.95 | 73% |
| Returns for 10 years | 40.09 | 37.51 | 107% |