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CLBAX vs FKIQX
CLBAX vs FKIQX Comparison
Open Charts CLBAX vs FKIQX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Franklin Income A
Price$2.55
Change+$0.09 (+3.66%)
VolumeN/A
Net Assets78.87B
CLBAX vs FKIQX Comparison Chart in %
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CLBAX vs. FKIQX commentary
Feb 05, 2026
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 Hold and FKIQX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FKIQX (78.9B). FKIQX pays higher dividends than CLBAX: FKIQX (5.08) vs CLBAX (1.89). 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: 62.14 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 : 13.50 vs. CLBAX (11.35). FKIQX return over 5 years is better than : 40.49 vs. CLBAX (37.40).
| 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 | 2.460 | 3.316 | 74% |
| Front Load | 4% | 4% | 93% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 78.9B | 342% |
| Annual Yield % from dividends | 1.89 | 5.08 | 37% |
| Returns for 1 year | 11.35 | 13.50 | 84% |
| Returns for 3 years | 36.75 | 27.35 | 134% |
| Returns for 5 years | 37.40 | 40.49 | 92% |
| Returns for 10 years | 100.85 | N/A | - |
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