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CLBFX vs FKINX
CLBFX vs FKINX Comparison
Open Charts CLBFX vs FKINX
American Funds American Balanced 529F
Price$34.25
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
Franklin Income A1
Price$2.38
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets73.14B
CLBFX vs FKINX Comparison Chart
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CLBFX vs. FKINX commentary
Apr 04, 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 FKINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. FKINX (73.1B). FKINX pays higher dividends than CLBFX: FKINX (5.55) vs CLBFX (2.14). CLBFX was incepted earlier than FKINX: CLBFX (23 years) vs FKINX (77 years). CLBFX (0.68) is less costly to investors than FKINX (0.62). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FKINX (49.72). CLBFX has a lower initial minimum investment than FKINX: CLBFX (250) vs FKINX (1000). FKINX annual gain was more profitable for investors over the last year : 7.98 vs. CLBFX (4.45). FKINX return over 5 years is better than : 61.07 vs. CLBFX (53.24).
| CLBFX | FKINX | CLBFX / FKINX | |
| Total Expense Ratio | 0.68 | 0.61 | 111% |
| Annual Report Gross Expense Ratio | 0.68 | 0.62 | 110% |
| Fund Existence | 23 years | 77 years | - |
| Gain YTD | 0.466 | 2.298 | 20% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 234B | 73.1B | 320% |
| Annual Yield % from dividends | 2.14 | 5.55 | 39% |
| Returns for 1 year | 4.45 | 7.98 | 56% |
| Returns for 3 years | 14.15 | 10.37 | 137% |
| Returns for 5 years | 53.24 | 61.07 | 87% |
| Returns for 10 years | 67.95 | 54.58 | 125% |