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CLBFX vs FBFRX
CLBFX vs FBFRX Comparison
Open Charts CLBFX vs FBFRX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Franklin Managed Income R6
Price$12.14
Change+$0.35 (+2.97%)
VolumeN/A
Net Assets3.16B
CLBFX vs FBFRX Comparison Chart
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CLBFX vs. FBFRX commentary
Apr 10, 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 CLBFX is a Buy and FBFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. FBFRX (3.16B). FBFRX pays higher dividends than CLBFX: FBFRX (4.83) vs CLBFX (2.14). CLBFX was incepted earlier than FBFRX: CLBFX (23 years) vs FBFRX (12 years). CLBFX (0.68) is less costly to investors than FBFRX (0.60). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBFRX (31.92). CLBFX has a lower initial minimum investment than FBFRX: CLBFX (250) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : -0.61 vs. CLBFX (-3.46). CLBFX return over 5 years is better than : 32.93 vs. FBFRX (25.40).
| CLBFX | FBFRX | CLBFX / FBFRX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.68 | 0.60 | 113% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -6.926 | -3.444 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 3.16B | 6,858% |
| Annual Yield % from dividends | 2.14 | 4.83 | 44% |
| Returns for 1 year | -3.46 | -0.61 | 570% |
| Returns for 3 years | 6.59 | 0.78 | 846% |
| Returns for 5 years | 32.93 | 25.40 | 130% |
| Returns for 10 years | 54.04 | 31.23 | 173% |