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CLBCX vs FRIAX
CLBCX vs FRIAX Comparison
Open Charts CLBCX vs FRIAX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Franklin Income Adv
Price$2.31
Change-$0.04 (-1.70%)
VolumeN/A
Net Assets73.43B
CLBCX vs FRIAX Comparison Chart
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CLBCX vs. FRIAX commentary
Apr 04, 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 FRIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. FRIAX (73.4B). FRIAX pays higher dividends than CLBCX: FRIAX (5.69) vs CLBCX (1.22). CLBCX was incepted earlier than FRIAX: CLBCX (23 years) vs FRIAX (28 years). CLBCX (1.37) is less costly to investors than FRIAX (0.47). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FRIAX (49.72). CLBCX has a lower initial minimum investment than FRIAX: CLBCX (250) vs FRIAX (100000). FRIAX annual gain was more profitable for investors over the last year : 8.64 vs. CLBCX (0.61). FRIAX return over 5 years is better than : 62.70 vs. CLBCX (42.55).
| CLBCX | FRIAX | CLBCX / FRIAX | |
| Total Expense Ratio | 1.37 | 0.46 | 298% |
| Annual Report Gross Expense Ratio | 1.37 | 0.47 | 291% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.356 | 2.355 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 73.4B | 320% |
| Annual Yield % from dividends | 1.22 | 5.69 | 21% |
| Returns for 1 year | 0.61 | 8.64 | 7% |
| Returns for 3 years | 7.83 | 10.83 | 72% |
| Returns for 5 years | 42.55 | 62.70 | 68% |
| Returns for 10 years | 48.08 | 55.48 | 87% |
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