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CLBCX vs FKIQX
CLBCX vs FKIQX Comparison
Open Charts CLBCX vs FKIQX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Franklin Income A
Price$2.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.35B
CLBCX vs FKIQX Comparison Chart
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CLBCX vs. FKIQX commentary
Feb 23, 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 FKIQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FKIQX (74.4B). 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). FKIQX annual gain was more profitable for investors over the last year : 10.71 vs. CLBCX (8.39). FKIQX return over 5 years is better than : 30.71 vs. CLBCX (26.92).
| 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 | 2.768 | 3.065 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 1.52 | 5.42 | 28% |
| Returns for 1 year | 8.39 | 10.71 | 78% |
| Returns for 3 years | 16.44 | 13.36 | 123% |
| Returns for 5 years | 26.92 | 30.71 | 88% |
| Returns for 10 years | 53.37 | N/A | - |
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