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CLBAX vs FISRX
CLBAX vs FISRX Comparison
Open Charts CLBAX vs FISRX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Franklin Income R
Price$2.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.35B
CLBAX vs FISRX Comparison Chart
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CLBAX vs. FISRX commentary
Feb 23, 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: 242B vs. FISRX (74.4B). 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). FISRX annual gain was more profitable for investors over the last year : 10.68 vs. CLBAX (9.22). CLBAX return over 5 years is better than : 31.74 vs. FISRX (29.34).
| 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 | 2.890 | 3.091 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 2.23 | 5.28 | 42% |
| Returns for 1 year | 9.22 | 10.68 | 86% |
| Returns for 3 years | 19.12 | 12.82 | 149% |
| Returns for 5 years | 31.74 | 29.34 | 108% |
| Returns for 10 years | 65.36 | 47.68 | 137% |