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CLBFX vs FRIAX
CLBFX vs FRIAX Comparison
Open Charts CLBFX vs FRIAX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Franklin Income Adv
Price$2.36
Change+$0.01 (+0.43%)
VolumeN/A
Net Assets73.59B
CLBFX vs FRIAX Comparison Chart
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CLBFX vs. FRIAX commentary
Jan 19, 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 Buy and FRIAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B 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 : 12.43 vs. FRIAX (10.11). CLBFX return over 5 years is better than : 32.62 vs. FRIAX (29.37).
| 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 | 1.958 | 1.340 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 73.6B | 326% |
| Annual Yield % from dividends | 2.39 | 5.68 | 42% |
| Returns for 1 year | 12.43 | 10.11 | 123% |
| Returns for 3 years | 14.37 | 9.88 | 145% |
| Returns for 5 years | 32.62 | 29.37 | 111% |
| Returns for 10 years | 72.52 | 56.48 | 128% |