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CLBCX vs FISRX
CLBCX vs FISRX Comparison
Open Charts CLBCX vs FISRX
American Funds American Balanced 529C
Price$38.63
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.06B
Franklin Income R
Price$2.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets75.75B
CLBCX vs FISRX Comparison Chart in %
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CLBCX vs. FISRX commentary
Sep 16, 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 CLBCX is a Buy and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. FISRX (75.8B). FISRX pays higher dividends than CLBCX: FISRX (5.13) vs CLBCX (1.11). CLBCX was incepted earlier than FISRX: CLBCX (24 years) vs FISRX (24 years). CLBCX (1.35) is less costly to investors than FISRX (0.97). FISRX is a more actively managed with annual turnover of: 49.72 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than FISRX: CLBCX (250) vs FISRX (1000). CLBCX annual gain was more profitable for investors over the last year : 9.48 vs. FISRX (7.22). FISRX return over 5 years is better than : 47.29 vs. CLBCX (39.67).
| CLBCX | FISRX | CLBCX / FISRX | |
| Total Expense Ratio | 1.35 | 0.96 | 141% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 12.509 | 8.588 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 263B | 75.8B | 347% |
| Annual Yield % from dividends | 1.11 | 5.13 | 22% |
| Returns for 1 year | 9.48 | 7.22 | 131% |
| Returns for 3 years | 39.75 | 26.82 | 148% |
| Returns for 5 years | 39.67 | 47.29 | 84% |
| Returns for 10 years | 77.37 | 72.97 | 106% |
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