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CLBFX vs FKINX
CLBFX vs FKINX Comparison
Open Charts CLBFX vs FKINX
American Funds American Balanced 529F
Price$34.72
Change+$0.06 (+0.17%)
VolumeN/A
CapitalizationN/A
Franklin Income A1
Price$2.37
Change+$0.01 (+0.42%)
VolumeN/A
CapitalizationN/A
CLBFX vs FKINX Comparison Chart
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CLBFX vs. FKINX commentary
Dec 27, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. FKINX (73.1B). FKINX pays higher dividends than CLBFX: FKINX (5.50) vs CLBFX (2.39). CLBFX was incepted earlier than FKINX: CLBFX (22 years) vs FKINX (76 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FKINX (56.23). 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 : 11.58 vs. FKINX (7.58). CLBFX return over 5 years is better than : 33.86 vs. FKINX (27.61).
| CLBFX | FKINX | CLBFX / FKINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 76 years | - |
| Gain YTD | 11.090 | 7.116 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 239B | 73.1B | 327% |
| Annual Yield % from dividends | 2.39 | 5.50 | 43% |
| Returns for 1 year | 11.58 | 7.58 | 153% |
| Returns for 3 years | 11.73 | 10.05 | 117% |
| Returns for 5 years | 33.86 | 27.61 | 123% |
| Returns for 10 years | 69.16 | 50.13 | 138% |