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CLBFX vs FRIAX
CLBFX vs FRIAX Comparison
Open Charts CLBFX vs FRIAX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Franklin Income Adv
Price$2.33
Change-$0.02 (-0.85%)
VolumeN/A
CapitalizationN/A
CLBFX vs FRIAX Comparison Chart
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CLBFX vs. FRIAX commentary
Dec 19, 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 StrongBuy and FRIAX is a Sell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. FRIAX (73.6B). 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). CLBFX annual gain was more profitable for investors over the last year : 12.67 vs. FRIAX (9.18). CLBFX return over 5 years is better than : 35.48 vs. FRIAX (30.28).
| 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 | 11.647 | 7.758 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 73.6B | 327% |
| Annual Yield % from dividends | 2.39 | 5.68 | 42% |
| Returns for 1 year | 12.67 | 9.18 | 138% |
| Returns for 3 years | 13.69 | 11.88 | 115% |
| Returns for 5 years | 35.48 | 30.28 | 117% |
| Returns for 10 years | 61.86 | 54.17 | 114% |
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