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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Franklin Income A
Price$2.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets76.46B
CLBAX vs FKIQX Comparison Chart in %
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CLBAX vs. FKIQX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FKIQX (76.5B). FKIQX pays higher dividends than CLBAX: FKIQX (5.25) vs CLBAX (1.73). 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 (8.74) and FKIQX (8.63) have marching annual gain over last year. FKIQX (42.58) and CLBAX (41.36) 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 | 14.803 | 10.446 | 142% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 76.5B | 352% |
| Annual Yield % from dividends | 1.73 | 5.25 | 33% |
| Returns for 1 year | 8.74 | 8.63 | 101% |
| Returns for 3 years | 43.29 | 28.98 | 149% |
| Returns for 5 years | 41.36 | 42.58 | 97% |
| Returns for 10 years | 86.58 | N/A | - |
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