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CLBCX vs FISRX
CLBCX vs FISRX Comparison
Open Charts CLBCX vs FISRX
American Funds American Balanced 529C
Price$37.12
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets252.99B
Franklin Income R
Price$2.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.44B
CLBCX vs FISRX Comparison Chart in %
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CLBCX vs. FISRX commentary
Aug 09, 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: 253B vs. FISRX (74.4B). FISRX pays higher dividends than CLBCX: FISRX (5.26) vs CLBCX (1.12). CLBCX was incepted earlier than FISRX: CLBCX (23 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 : 9.30 vs. FISRX (7.72). FISRX return over 5 years is better than : 45.38 vs. CLBCX (33.71).
| CLBCX | FISRX | CLBCX / FISRX | |
| Total Expense Ratio | 1.35 | 0.96 | 141% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 8.419 | 6.321 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 253B | 74.4B | 340% |
| Annual Yield % from dividends | 1.12 | 5.26 | 21% |
| Returns for 1 year | 9.30 | 7.72 | 120% |
| Returns for 3 years | 29.77 | 20.76 | 143% |
| Returns for 5 years | 33.71 | 45.38 | 74% |
| Returns for 10 years | 64.58 | 62.93 | 103% |
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