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CLBFX vs FCISX
CLBFX vs FCISX Comparison
Open Charts CLBFX vs FCISX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Franklin Income C
Price$2.34
Change+$0.07 (+3.08%)
VolumeN/A
Net Assets68.49B
CLBFX vs FCISX Comparison Chart
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CLBFX vs. FCISX 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 FCISX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. FCISX (68.5B). FCISX pays higher dividends than CLBFX: FCISX (4.94) vs CLBFX (2.14). CLBFX was incepted earlier than FCISX: CLBFX (23 years) vs FCISX (30 years). FCISX (1.12) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FCISX (49.72). CLBFX has a lower initial minimum investment than FCISX: CLBFX (250) vs FCISX (1000). FCISX annual gain was more profitable for investors over the last year : 0.63 vs. CLBFX (-3.46). FCISX return over 5 years is better than : 36.95 vs. CLBFX (32.93).
| CLBFX | FCISX | CLBFX / FCISX | |
| Total Expense Ratio | 0.68 | 1.11 | 61% |
| Annual Report Gross Expense Ratio | 0.68 | 1.12 | 61% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | -6.926 | -4.246 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 217B | 68.5B | 317% |
| Annual Yield % from dividends | 2.14 | 4.94 | 43% |
| Returns for 1 year | -3.46 | 0.63 | -551% |
| Returns for 3 years | 6.59 | 2.24 | 295% |
| Returns for 5 years | 32.93 | 36.95 | 89% |
| Returns for 10 years | 54.04 | 37.51 | 144% |
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