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CLBAX vs FISRX
CLBAX vs FISRX Comparison
Open Charts CLBAX vs FISRX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
Franklin Income R
Price$2.27
Change-$0.05 (-2.16%)
VolumeN/A
Net Assets73.43B
CLBAX vs FISRX Comparison Chart
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CLBAX vs. FISRX commentary
Apr 04, 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 Hold and FISRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. FISRX (73.4B). FISRX pays higher dividends than CLBAX: FISRX (5.30) vs CLBAX (1.98). CLBAX was incepted earlier than FISRX: CLBAX (23 years) vs FISRX (23 years). FISRX (0.97) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FISRX (49.72). CLBAX has a lower initial minimum investment than FISRX: CLBAX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 8.27 vs. CLBAX (1.36). FISRX return over 5 years is better than : 59.28 vs. CLBAX (48.07).
| CLBAX | FISRX | CLBAX / FISRX | |
| Total Expense Ratio | 0.60 | 0.96 | 63% |
| Annual Report Gross Expense Ratio | 0.60 | 0.97 | 62% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -2.148 | 2.675 | -80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 235B | 73.4B | 320% |
| Annual Yield % from dividends | 1.98 | 5.30 | 37% |
| Returns for 1 year | 1.36 | 8.27 | 16% |
| Returns for 3 years | 10.33 | 9.46 | 109% |
| Returns for 5 years | 48.07 | 59.28 | 81% |
| Returns for 10 years | 59.69 | 49.47 | 121% |
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