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CLBFX vs FBFRX
CLBFX vs FBFRX Comparison
Open Charts CLBFX vs FBFRX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Franklin Managed Income R6
Price$12.50
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets3.4B
CLBFX vs FBFRX Comparison Chart
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CLBFX vs. FBFRX 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 CLBFX is a Buy and FBFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. FBFRX (3.4B). FBFRX pays higher dividends than CLBFX: FBFRX (4.77) vs CLBFX (2.39). CLBFX was incepted earlier than FBFRX: CLBFX (22 years) vs FBFRX (12 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBFRX (92.40). CLBFX has a lower initial minimum investment than FBFRX: CLBFX (250) vs FBFRX (1000000). CLBFX annual gain was more profitable for investors over the last year : 12.43 vs. FBFRX (6.77). CLBFX return over 5 years is better than : 32.62 vs. FBFRX (18.70).
| CLBFX | FBFRX | CLBFX / FBFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 1.958 | 1.133 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 3.4B | 7,051% |
| Annual Yield % from dividends | 2.39 | 4.77 | 50% |
| Returns for 1 year | 12.43 | 6.77 | 184% |
| Returns for 3 years | 14.37 | 4.58 | 314% |
| Returns for 5 years | 32.62 | 18.70 | 174% |
| Returns for 10 years | 72.52 | 40.91 | 177% |
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