Interact to see
Advertisement
Advertisement
CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Franklin Income A
Price$2.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets77.34B
CLBAX vs FKIQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FKIQX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FKIQX (77.3B). 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). FKIQX annual gain was more profitable for investors over the last year : 11.31 vs. CLBAX (9.15). FKIQX return over 5 years is better than : 40.70 vs. CLBAX (36.56).
| 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 | 10.739 | 11.787 | 91% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 77.3B | 348% |
| Annual Yield % from dividends | 1.70 | 5.20 | 33% |
| Returns for 1 year | 9.15 | 11.31 | 81% |
| Returns for 3 years | 38.03 | 29.29 | 130% |
| Returns for 5 years | 36.56 | 40.70 | 90% |
| Returns for 10 years | 84.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers