CLBAX
Price
$34.49
Change
+$0.21 (+0.61%)
Updated
Dec 23 closing price
FISRX
Price
$2.30
Change
-$0.00 (-0.00%)
Updated
Dec 23 closing price
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CLBAX vs FISRX

Header iconCLBAX vs FISRX Comparison
Open Charts CLBAX vs FISRXBanner chart's image
American Funds American Balanced 529A
Price$34.49
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Franklin Income R
Price$2.30
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBAX vs FISRX Comparison Chart
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CLBAX vs. FISRX commentary
Dec 24, 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 Buy and FISRX is a Sell.

FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FISRX (72.8B). 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 : 10.17 vs. FISRX (7.39). CLBAX return over 5 years is better than : 31.63 vs. FISRX (25.64).
CLBAXFISRXCLBAX / FISRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years23 years-
Gain YTD9.5466.913138%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/A250-
Net Assets236B72.8B324%
Annual Yield % from dividends2.235.2842%
Returns for 1 year10.177.39138%
Returns for 3 years10.849.57113%
Returns for 5 years31.6325.64123%
Returns for 10 years63.9146.38138%
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