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CLBCX vs FKIQX
CLBCX vs FKIQX Comparison
Open Charts CLBCX vs FKIQX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Franklin Income A
Price$2.37
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets73.59B
CLBCX vs FKIQX Comparison Chart
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CLBCX vs. FKIQX 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 FKIQX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FKIQX (73.6B). FKIQX pays higher dividends than CLBCX: FKIQX (5.42) vs CLBCX (1.52). CLBCX was incepted earlier than FKIQX: CLBCX (23 years) vs FKIQX (6 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FKIQX (56.23). CLBCX has a lower initial minimum investment than FKIQX: CLBCX (250) vs FKIQX (1000). CLBCX annual gain was more profitable for investors over the last year : 11.42 vs. FKIQX (9.83). FKIQX (27.78) and CLBCX (26.62) have equivalent 5 years return.
| CLBCX | FKIQX | CLBCX / FKIQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 1.894 | 1.315 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 73.6B | 326% |
| Annual Yield % from dividends | 1.52 | 5.42 | 28% |
| Returns for 1 year | 11.42 | 9.83 | 116% |
| Returns for 3 years | 11.24 | 8.66 | 130% |
| Returns for 5 years | 26.62 | 27.78 | 96% |
| Returns for 10 years | 56.78 | N/A | - |
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