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CLBCX vs FISRX
CLBCX vs FISRX Comparison
Open Charts CLBCX vs FISRX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Franklin Income R
Price$2.39
Change-$0.01 (-0.42%)
VolumeN/A
Net Assets75.82B
CLBCX vs FISRX Comparison Chart in %
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CLBCX vs. FISRX commentary
Nov 19, 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 Hold and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. FISRX (75.8B). FISRX pays higher dividends than CLBCX: FISRX (5.13) vs CLBCX (1.04). 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 (7.99) and FISRX (7.66) have marching annual gain over last year. FISRX return over 5 years is better than : 40.13 vs. CLBCX (34.64).
| 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 | 12.947 | 9.522 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 264B | 75.8B | 348% |
| Annual Yield % from dividends | 1.04 | 5.13 | 20% |
| Returns for 1 year | 7.99 | 7.66 | 104% |
| Returns for 3 years | 38.12 | 26.49 | 144% |
| Returns for 5 years | 34.64 | 40.13 | 86% |
| Returns for 10 years | 69.55 | 72.66 | 96% |
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