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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
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. FISRX (79.9B). FISRX pays higher dividends than CLBAX: FISRX (4.99) vs CLBAX (1.78). CLBAX was incepted earlier than FISRX: CLBAX (24 years) vs FISRX (24 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 : 17.16 vs. FISRX (12.97). CLBAX return over 5 years is better than : 38.04 vs. FISRX (28.87).
| CLBAX | FISRX | CLBAX / FISRX | |
| Total Expense Ratio | 0.58 | 0.96 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.96 | 60% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.829 | 5.550 | 177% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.9B | 360% |
| Annual Yield % from dividends | 1.78 | 4.99 | 36% |
| Returns for 1 year | 17.16 | 12.97 | 132% |
| Returns for 3 years | 43.50 | 30.91 | 141% |
| Returns for 5 years | 38.04 | 28.87 | 132% |
| Returns for 10 years | 100.26 | 83.47 | 120% |
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