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CLBCX vs FKIQX
CLBCX vs FKIQX Comparison
Open Charts CLBCX vs FKIQX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Franklin Income A
Price$2.35
Change-$0.02 (-0.84%)
VolumeN/A
CapitalizationN/A
CLBCX vs FKIQX Comparison Chart
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CLBCX vs. FKIQX commentary
Dec 19, 2024
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 StrongBuy and FKIQX is a Sell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B 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 : 11.92 vs. FKIQX (8.88). CLBCX (29.69) and FKIQX (28.67) 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 | 10.944 | 7.940 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 73.6B | 327% |
| Annual Yield % from dividends | 1.52 | 5.42 | 28% |
| Returns for 1 year | 11.92 | 8.88 | 134% |
| Returns for 3 years | 10.88 | 11.08 | 98% |
| Returns for 5 years | 29.69 | 28.67 | 104% |
| Returns for 10 years | 47.43 | N/A | - |
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