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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Franklin Income A
Price$2.47
Change+$0.01 (+0.41%)
VolumeN/A
Net Assets76.16B
CLBAX vs FKIQX Comparison Chart in %
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CLBAX vs. FKIQX commentary
Oct 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 CLBAX is a Buy and FKIQX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FKIQX (76.2B). FKIQX pays higher dividends than CLBAX: FKIQX (5.25) vs CLBAX (1.76). 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 : 8.72 vs. FKIQX (6.86). FKIQX return over 5 years is better than : 49.16 vs. CLBAX (43.96).
| 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 | 14.656 | 9.963 | 147% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 76.2B | 349% |
| Annual Yield % from dividends | 1.76 | 5.25 | 34% |
| Returns for 1 year | 8.72 | 6.86 | 127% |
| Returns for 3 years | 51.33 | 34.20 | 150% |
| Returns for 5 years | 43.96 | 49.16 | 89% |
| Returns for 10 years | 88.01 | N/A | - |
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