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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$39.77
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Franklin Income A
Price$2.48
Change+$0.01 (+0.40%)
VolumeN/A
Net Assets76.58B
CLBAX vs FKIQX Comparison Chart in %
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CLBAX vs. FKIQX commentary
Dec 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 CLBAX is a StrongBuy and FKIQX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FKIQX (76.6B). FKIQX pays higher dividends than CLBAX: FKIQX (5.20) vs CLBAX (1.70). CLBAX was incepted earlier than FKIQX: CLBAX (24 years) vs FKIQX (7 years). FKIQX (0.72) is less costly to investors than CLBAX (0.58). FKIQX is a more actively managed with annual turnover of: 49.72 vs. CLBAX (44.00). FKIQX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than FKIQX: CLBAX (250) vs FKIQX (1000). CLBAX annual gain was more profitable for investors over the last year : 9.31 vs. FKIQX (8.13). CLBAX (40.94) and FKIQX (38.96) have equivalent 5 years return.
| CLBAX | FKIQX | CLBAX / FKIQX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 16.599 | 10.893 | 152% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 76.6B | 351% |
| Annual Yield % from dividends | 1.70 | 5.20 | 33% |
| Returns for 1 year | 9.31 | 8.13 | 114% |
| Returns for 3 years | 40.94 | 26.04 | 157% |
| Returns for 5 years | 40.94 | 38.96 | 105% |
| Returns for 10 years | 86.94 | N/A | - |
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