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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
Sep 12, 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 Buy and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. FISRX (79.5B). FISRX pays higher dividends than CLBAX: FISRX (5.00) vs CLBAX (1.80). 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). FISRX annual gain was more profitable for investors over the last year : 8.31 vs. CLBAX (6.67). CLBAX return over 5 years is better than : 33.22 vs. FISRX (30.23).
| 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 | 8.484 | 6.053 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 285B | 79.5B | 358% |
| Annual Yield % from dividends | 1.80 | 5.00 | 36% |
| Returns for 1 year | 6.67 | 8.31 | 80% |
| Returns for 3 years | 41.43 | 32.13 | 129% |
| Returns for 5 years | 33.22 | 30.23 | 110% |
| Returns for 10 years | 95.16 | 77.88 | 122% |
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