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CLBAX vs FISRX
CLBAX vs FISRX Comparison
Open Charts CLBAX vs FISRX
American Funds American Balanced 529A
Price$36.39
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
Franklin Income R
Price$2.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBAX vs FISRX Comparison Chart
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CLBAX vs. FISRX commentary
Nov 15, 2024
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 FISRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 239B vs. FISRX (74.6B). FISRX pays higher dividends than CLBAX: FISRX (5.28) vs CLBAX (2.23). CLBAX was incepted earlier than FISRX: CLBAX (23 years) vs FISRX (23 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FISRX (56.23). CLBAX has a lower initial minimum investment than FISRX: CLBAX (250) vs FISRX (1000). CLBAX annual gain was more profitable for investors over the last year : 22.62 vs. FISRX (15.90). CLBAX return over 5 years is better than : 39.22 vs. FISRX (31.20).
| CLBAX | FISRX | CLBAX / FISRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 15.583 | 8.764 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 239B | 74.6B | 320% |
| Annual Yield % from dividends | 2.23 | 5.28 | 42% |
| Returns for 1 year | 22.62 | 15.90 | 142% |
| Returns for 3 years | 13.38 | 9.17 | 146% |
| Returns for 5 years | 39.22 | 31.20 | 126% |
| Returns for 10 years | 65.95 | 46.41 | 142% |
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