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CLBCX vs FKIQX
CLBCX vs FKIQX Comparison
Open Charts CLBCX vs FKIQX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Franklin Income A
Price$2.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBCX vs FKIQX Comparison Chart
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CLBCX vs. FKIQX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. FKIQX (74.3B). 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 : 19.97 vs. FKIQX (15.82). FKIQX (32.55) and CLBCX (32.31) 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 | 13.278 | 8.821 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 74.3B | 318% |
| Annual Yield % from dividends | 1.52 | 5.42 | 28% |
| Returns for 1 year | 19.97 | 15.82 | 126% |
| Returns for 3 years | 9.41 | 10.18 | 92% |
| Returns for 5 years | 32.31 | 32.55 | 99% |
| Returns for 10 years | 51.34 | N/A | - |
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