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CLBFX vs FKINX
CLBFX vs FKINX Comparison
Open Charts CLBFX vs FKINX
American Funds American Balanced 529F
Price$36.55
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets252.39B
Franklin Income A1
Price$2.42
Change-$0.01 (-0.41%)
VolumeN/A
Net Assets74.77B
CLBFX vs FKINX Comparison Chart in %
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CLBFX vs. FKINX commentary
Jul 09, 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: 252B vs. FKINX (74.8B). FKINX pays higher dividends than CLBFX: FKINX (5.45) vs CLBFX (1.99). 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). FKINX annual gain was more profitable for investors over the last year : 9.74 vs. CLBFX (7.04). FKINX return over 5 years is better than : 51.25 vs. CLBFX (42.79).
| 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 | 7.580 | 6.360 | 119% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 252B | 74.8B | 337% |
| Annual Yield % from dividends | 1.99 | 5.45 | 37% |
| Returns for 1 year | 7.04 | 9.74 | 72% |
| Returns for 3 years | 35.87 | 25.60 | 140% |
| Returns for 5 years | 42.79 | 51.25 | 83% |
| Returns for 10 years | 79.65 | 63.61 | 125% |
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