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CLBFX vs FCISX
CLBFX vs FCISX Comparison
Open Charts CLBFX vs FCISX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Franklin Income C
Price$2.44
Change+$0.01 (+0.41%)
VolumeN/A
Net Assets73.64B
CLBFX vs FCISX Comparison Chart
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CLBFX vs. FCISX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. FCISX (73.6B). FCISX pays higher dividends than CLBFX: FCISX (4.91) vs CLBFX (2.39). CLBFX was incepted earlier than FCISX: CLBFX (22 years) vs FCISX (30 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FCISX (56.23). CLBFX has a lower initial minimum investment than FCISX: CLBFX (250) vs FCISX (1000). CLBFX annual gain was more profitable for investors over the last year : 12.27 vs. FCISX (8.22). CLBFX return over 5 years is better than : 36.74 vs. FCISX (28.07).
| CLBFX | FCISX | CLBFX / FCISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 30 years | - |
| Gain YTD | 3.128 | 1.250 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 241B | 73.6B | 327% |
| Annual Yield % from dividends | 2.39 | 4.91 | 49% |
| Returns for 1 year | 12.27 | 8.22 | 149% |
| Returns for 3 years | 16.76 | 8.53 | 196% |
| Returns for 5 years | 36.74 | 28.07 | 131% |
| Returns for 10 years | 74.28 | 48.51 | 153% |