Interact to see
Advertisement
Advertisement
CLBFX vs FKINX
CLBFX vs FKINX Comparison
Open Charts CLBFX vs FKINX
American Funds American Balanced 529F
Price$38.97
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Franklin Income A1
Price$2.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets76.29B
CLBFX vs FKINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FKINX commentary
Oct 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 Hold and FKINX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FKINX (76.3B). FKINX pays higher dividends than CLBFX: FKINX (5.32) vs CLBFX (1.89). 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 : 10.08 vs. FKINX (7.83). FKINX return over 5 years is better than : 49.79 vs. CLBFX (45.54).
| 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 | 15.062 | 10.022 | 150% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 266B | 76.3B | 349% |
| Annual Yield % from dividends | 1.89 | 5.32 | 36% |
| Returns for 1 year | 10.08 | 7.83 | 129% |
| Returns for 3 years | 53.26 | 35.74 | 149% |
| Returns for 5 years | 45.54 | 49.79 | 91% |
| Returns for 10 years | 93.79 | 76.16 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement