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CLBFX vs FRIAX
CLBFX vs FRIAX Comparison
Open Charts CLBFX vs FRIAX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Franklin Income Adv
Price$2.38
Change-$0.01 (-0.42%)
VolumeN/A
Net Assets74.35B
CLBFX vs FRIAX Comparison Chart
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CLBFX vs. FRIAX commentary
Feb 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 FRIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FRIAX (74.4B). FRIAX pays higher dividends than CLBFX: FRIAX (5.68) vs CLBFX (2.39). CLBFX was incepted earlier than FRIAX: CLBFX (22 years) vs FRIAX (28 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FRIAX (56.23). CLBFX has a lower initial minimum investment than FRIAX: CLBFX (250) vs FRIAX (100000). FRIAX annual gain was more profitable for investors over the last year : 11.03 vs. CLBFX (9.36). CLBFX (32.87) and FRIAX (31.80) have equivalent 5 years return.
| CLBFX | FRIAX | CLBFX / FRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 2.894 | 2.686 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 2.39 | 5.68 | 42% |
| Returns for 1 year | 9.36 | 11.03 | 85% |
| Returns for 3 years | 19.64 | 14.19 | 138% |
| Returns for 5 years | 32.87 | 31.80 | 103% |
| Returns for 10 years | 68.67 | 53.58 | 128% |
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