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CLBCX vs FRIAX
CLBCX vs FRIAX Comparison
Open Charts CLBCX vs FRIAX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Franklin Income Adv
Price$2.54
Change+$0.01 (+0.40%)
VolumeN/A
Net Assets79.59B
CLBCX vs FRIAX Comparison Chart in %
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CLBCX vs. FRIAX 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 CLBCX is a Hold and FRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FRIAX (79.6B). FRIAX pays higher dividends than CLBCX: FRIAX (5.31) vs CLBCX (1.19). CLBCX was incepted earlier than FRIAX: CLBCX (24 years) vs FRIAX (29 years). CLBCX (1.35) is less costly to investors than FRIAX (0.47). FRIAX is a more actively managed with annual turnover of: 62.14 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than FRIAX: CLBCX (250) vs FRIAX (100000). FRIAX annual gain was more profitable for investors over the last year : 13.80 vs. CLBCX (9.86). FRIAX return over 5 years is better than : 42.33 vs. CLBCX (31.97).
| CLBCX | FRIAX | CLBCX / FRIAX | |
| Total Expense Ratio | 1.35 | 0.46 | 293% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 2.242 | 3.793 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 79.6B | 339% |
| Annual Yield % from dividends | 1.19 | 5.31 | 22% |
| Returns for 1 year | 9.86 | 13.80 | 71% |
| Returns for 3 years | 33.49 | 28.89 | 116% |
| Returns for 5 years | 31.97 | 42.33 | 76% |
| Returns for 10 years | 86.02 | 105.69 | 81% |
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