Ad is loading...
CLBCX vs FRIAX
CLBCX vs FRIAX Comparison
Open Charts CLBCX vs FRIAX
American Funds American Balanced 529C
Price$36.12
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Franklin Income Adv
Price$2.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CLBCX vs FRIAX Comparison Chart
Loading...
CLBCX vs. FRIAX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. FRIAX (75.5B). 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 : 23.45 vs. FRIAX (16.65). CLBCX return over 5 years is better than : 36.47 vs. FRIAX (34.68).
| 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 | 13.404 | 9.430 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 75.5B | 313% |
| Annual Yield % from dividends | 1.52 | 5.68 | 27% |
| Returns for 1 year | 23.45 | 16.65 | 141% |
| Returns for 3 years | 13.72 | 15.89 | 86% |
| Returns for 5 years | 36.47 | 34.68 | 105% |
| Returns for 10 years | 54.72 | 51.56 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...