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CLBAX vs FISRX
CLBAX vs FISRX Comparison
Open Charts CLBAX vs FISRX
CLBAX vs FISRX Comparison Chart in %
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CLBAX vs. FISRX commentary
Aug 23, 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 CLBAX is a Hold and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. FISRX (80.5B). FISRX pays higher dividends than CLBAX: FISRX (5.03) vs CLBAX (1.82). CLBAX was incepted earlier than FISRX: CLBAX (25 years) vs FISRX (25 years). FISRX (0.96) is less costly to investors than CLBAX (0.58). FISRX is a more actively managed with annual turnover of: 62.14 vs. CLBAX (50.00). 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 : 12.63 vs. FISRX (10.55). CLBAX return over 5 years is better than : 35.82 vs. FISRX (31.17).
| CLBAX | FISRX | CLBAX / FISRX | |
| Total Expense Ratio | 0.58 | 0.96 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.96 | 60% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 10.098 | 6.882 | 147% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 283B | 80.5B | 352% |
| Annual Yield % from dividends | 1.82 | 5.03 | 36% |
| Returns for 1 year | 12.63 | 10.55 | 120% |
| Returns for 3 years | 45.00 | 35.00 | 129% |
| Returns for 5 years | 35.82 | 31.17 | 115% |
| Returns for 10 years | 94.05 | 77.29 | 122% |
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