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CLBCX vs FRIAX
CLBCX vs FRIAX Comparison
Open Charts CLBCX vs FRIAX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Franklin Income Adv
Price$2.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBCX vs FRIAX Comparison Chart
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CLBCX vs. FRIAX 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 FRIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. FRIAX (74.3B). 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 : 19.97 vs. FRIAX (15.67). FRIAX (33.66) and CLBCX (32.31) 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 | 13.278 | 8.628 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 74.3B | 318% |
| Annual Yield % from dividends | 1.52 | 5.68 | 27% |
| Returns for 1 year | 19.97 | 15.67 | 127% |
| Returns for 3 years | 9.41 | 10.53 | 89% |
| Returns for 5 years | 32.31 | 33.66 | 96% |
| Returns for 10 years | 51.34 | 52.24 | 98% |