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CLBCX vs FKIQX
CLBCX vs FKIQX Comparison
Open Charts CLBCX vs FKIQX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Franklin Income A
Price$2.29
Change+$0.08 (+3.62%)
VolumeN/A
Net Assets68.49B
CLBCX vs FKIQX Comparison Chart
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CLBCX vs. FKIQX commentary
Apr 10, 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: 217B vs. FKIQX (68.5B). FKIQX pays higher dividends than CLBCX: FKIQX (5.45) vs CLBCX (1.22). CLBCX was incepted earlier than FKIQX: CLBCX (23 years) vs FKIQX (7 years). CLBCX (1.37) is less costly to investors than FKIQX (0.72). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FKIQX (49.72). 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 : 0.60 vs. CLBCX (-4.29). FKIQX return over 5 years is better than : 39.14 vs. CLBCX (26.95).
| CLBCX | FKIQX | CLBCX / FKIQX | |
| Total Expense Ratio | 1.37 | 0.71 | 193% |
| Annual Report Gross Expense Ratio | 1.37 | 0.72 | 190% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | -7.141 | -4.233 | 169% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 68.5B | 317% |
| Annual Yield % from dividends | 1.22 | 5.45 | 22% |
| Returns for 1 year | -4.29 | 0.60 | -715% |
| Returns for 3 years | 3.74 | 3.03 | 123% |
| Returns for 5 years | 26.95 | 39.14 | 69% |
| Returns for 10 years | 40.09 | N/A | - |
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