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CLBFX vs FBLAX
CLBFX vs FBLAX Comparison
Open Charts CLBFX vs FBLAX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Franklin Managed Income A
Price$11.89
Change-$0.21 (-1.74%)
VolumeN/A
Net Assets3.25B
CLBFX vs FBLAX Comparison Chart
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CLBFX vs. FBLAX commentary
Apr 11, 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 FBLAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 229B vs. FBLAX (3.25B). FBLAX pays higher dividends than CLBFX: FBLAX (4.34) vs CLBFX (2.14). CLBFX was incepted earlier than FBLAX: CLBFX (23 years) vs FBLAX (19 years). FBLAX (0.91) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBLAX (31.92). CLBFX has a lower initial minimum investment than FBLAX: CLBFX (250) vs FBLAX (1000). FBLAX annual gain was more profitable for investors over the last year : 3.35 vs. CLBFX (2.47). CLBFX return over 5 years is better than : 39.71 vs. FBLAX (27.32).
| CLBFX | FBLAX | CLBFX / FBLAX | |
| Total Expense Ratio | 0.68 | 0.90 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.91 | 75% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -2.174 | -0.742 | 293% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 3.25B | 7,037% |
| Annual Yield % from dividends | 2.14 | 4.34 | 49% |
| Returns for 1 year | 2.47 | 3.35 | 74% |
| Returns for 3 years | 13.09 | 3.58 | 366% |
| Returns for 5 years | 39.71 | 27.32 | 145% |
| Returns for 10 years | 62.36 | 32.42 | 192% |
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