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CLBFX vs FRIAX
CLBFX vs FRIAX Comparison
Open Charts CLBFX vs FRIAX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Franklin Income Adv
Price$2.31
Change-$0.04 (-1.70%)
VolumeN/A
Net Assets73.43B
CLBFX vs FRIAX Comparison Chart
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CLBFX vs. FRIAX commentary
Apr 04, 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: 235B vs. FRIAX (73.4B). FRIAX pays higher dividends than CLBFX: FRIAX (5.69) vs CLBFX (2.14). CLBFX was incepted earlier than FRIAX: CLBFX (23 years) vs FRIAX (28 years). CLBFX (0.68) is less costly to investors than FRIAX (0.47). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FRIAX (49.72). 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 : 8.64 vs. CLBFX (1.49). FRIAX return over 5 years is better than : 62.70 vs. CLBFX (49.30).
| CLBFX | FRIAX | CLBFX / FRIAX | |
| Total Expense Ratio | 0.68 | 0.46 | 148% |
| Annual Report Gross Expense Ratio | 0.68 | 0.47 | 145% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.116 | 2.355 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 73.4B | 320% |
| Annual Yield % from dividends | 2.14 | 5.69 | 38% |
| Returns for 1 year | 1.49 | 8.64 | 17% |
| Returns for 3 years | 10.84 | 10.83 | 100% |
| Returns for 5 years | 49.30 | 62.70 | 79% |
| Returns for 10 years | 62.85 | 55.48 | 113% |