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CLBCX vs FRIAX
CLBCX vs FRIAX Comparison
Open Charts CLBCX vs FRIAX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Franklin Income Adv
Price$2.36
Change+$0.01 (+0.43%)
VolumeN/A
Net Assets73.59B
CLBCX vs FRIAX Comparison Chart
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CLBCX vs. FRIAX commentary
Jan 19, 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 FRIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B 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 : 11.42 vs. FRIAX (10.11). FRIAX return over 5 years is better than : 29.37 vs. CLBCX (26.62).
| 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 | 1.894 | 1.340 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 73.6B | 326% |
| Annual Yield % from dividends | 1.52 | 5.68 | 27% |
| Returns for 1 year | 11.42 | 10.11 | 113% |
| Returns for 3 years | 11.24 | 9.88 | 114% |
| Returns for 5 years | 26.62 | 29.37 | 91% |
| Returns for 10 years | 56.78 | 56.48 | 101% |