Ad is loading...
CLBCX vs FRIAX
CLBCX vs FRIAX Comparison
Open Charts CLBCX vs FRIAX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Franklin Income Adv
Price$2.33
Change-$0.02 (-0.85%)
VolumeN/A
CapitalizationN/A
CLBCX vs FRIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FRIAX 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 Hold and FRIAX is a Sell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. FRIAX (73.6B). FRIAX pays higher dividends than CLBCX: FRIAX (5.68) vs CLBCX (1.52). CLBCX was incepted earlier than FRIAX: CLBCX (23 years) vs FRIAX (28 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FRIAX (56.23). CLBCX has a lower initial minimum investment than FRIAX: CLBCX (250) vs FRIAX (100000). CLBCX annual gain was more profitable for investors over the last year : 11.92 vs. FRIAX (9.18). FRIAX (30.28) and CLBCX (29.69) have equivalent 5 years return.
| CLBCX | FRIAX | CLBCX / FRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 10.944 | 7.758 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 73.6B | 327% |
| Annual Yield % from dividends | 1.52 | 5.68 | 27% |
| Returns for 1 year | 11.92 | 9.18 | 130% |
| Returns for 3 years | 10.88 | 11.88 | 92% |
| Returns for 5 years | 29.69 | 30.28 | 98% |
| Returns for 10 years | 47.43 | 54.17 | 88% |
View a ticker or compare two or three
VS
VS
Ad is loading...