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CLBCX vs FRIAX
CLBCX vs FRIAX Comparison
Open Charts CLBCX vs FRIAX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Franklin Income Adv
Price$2.38
Change-$0.01 (-0.42%)
VolumeN/A
Net Assets74.35B
CLBCX vs FRIAX Comparison Chart
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CLBCX vs. FRIAX commentary
Feb 23, 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: 242B vs. FRIAX (74.4B). 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). FRIAX annual gain was more profitable for investors over the last year : 11.03 vs. CLBCX (8.39). FRIAX return over 5 years is better than : 31.80 vs. CLBCX (26.92).
| 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 | 2.768 | 2.686 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 1.52 | 5.68 | 27% |
| Returns for 1 year | 8.39 | 11.03 | 76% |
| Returns for 3 years | 16.44 | 14.19 | 116% |
| Returns for 5 years | 26.92 | 31.80 | 85% |
| Returns for 10 years | 53.37 | 53.58 | 100% |
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