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CLBFX vs FRIAX
CLBFX vs FRIAX Comparison
Open Charts CLBFX vs FRIAX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Franklin Income Adv
Price$2.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBFX vs FRIAX Comparison Chart
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CLBFX vs. FRIAX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FRIAX (74.3B). 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 : 21.04 vs. FRIAX (15.67). CLBFX return over 5 years is better than : 38.61 vs. FRIAX (33.66).
| 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 | 14.196 | 8.628 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 74.3B | 318% |
| Annual Yield % from dividends | 2.39 | 5.68 | 42% |
| Returns for 1 year | 21.04 | 15.67 | 134% |
| Returns for 3 years | 12.47 | 10.53 | 118% |
| Returns for 5 years | 38.61 | 33.66 | 115% |
| Returns for 10 years | 66.57 | 52.24 | 127% |