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CLBFX vs FKINX
CLBFX vs FKINX Comparison
Open Charts CLBFX vs FKINX
American Funds American Balanced 529F
Price$38.56
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets262.57B
Franklin Income A1
Price$2.46
Change+$0.02 (+0.82%)
VolumeN/A
Net Assets75.84B
CLBFX vs FKINX Comparison Chart in %
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CLBFX vs. FKINX commentary
Nov 23, 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 Hold and FKINX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FKINX (75.8B). FKINX pays higher dividends than CLBFX: FKINX (5.32) vs CLBFX (1.86). CLBFX was incepted earlier than FKINX: CLBFX (23 years) vs FKINX (77 years). CLBFX (0.67) is less costly to investors than FKINX (0.62). FKINX is a more actively managed with annual turnover of: 49.72 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than FKINX: CLBFX (250) vs FKINX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.47 vs. FKINX (7.39). FKINX (42.70) and CLBFX (41.26) have equivalent 5 years return.
| CLBFX | FKINX | CLBFX / FKINX | |
| Total Expense Ratio | 0.67 | 0.61 | 110% |
| Annual Report Gross Expense Ratio | 0.67 | 0.62 | 108% |
| Fund Existence | 23 years | 77 years | - |
| Gain YTD | 13.852 | 9.621 | 144% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 263B | 75.8B | 347% |
| Annual Yield % from dividends | 1.86 | 5.32 | 35% |
| Returns for 1 year | 8.47 | 7.39 | 115% |
| Returns for 3 years | 40.75 | 27.13 | 150% |
| Returns for 5 years | 41.26 | 42.70 | 97% |
| Returns for 10 years | 86.16 | 78.23 | 110% |
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