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CLBCX vs FISRX
CLBCX vs FISRX Comparison
Open Charts CLBCX vs FISRX
CLBCX vs FISRX Comparison Chart in %
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CLBCX vs. FISRX commentary
Aug 03, 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 CLBCX is a Buy and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. FISRX (79.5B). FISRX pays higher dividends than CLBCX: FISRX (5.03) vs CLBCX (1.09). CLBCX was incepted earlier than FISRX: CLBCX (24 years) vs FISRX (25 years). CLBCX (1.35) is less costly to investors than FISRX (0.96). FISRX is a more actively managed with annual turnover of: 62.14 vs. CLBCX (50.00). CLBCX has a lower initial minimum investment than FISRX: CLBCX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 11.54 vs. CLBCX (10.49). FISRX (30.03) and CLBCX (29.10) have equivalent 5 years return.
| CLBCX | FISRX | CLBCX / FISRX | |
| Total Expense Ratio | 1.35 | 0.96 | 141% |
| Annual Report Gross Expense Ratio | 1.35 | 0.96 | 141% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.915 | 5.579 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.5B | 362% |
| Annual Yield % from dividends | 1.09 | 5.03 | 22% |
| Returns for 1 year | 10.49 | 11.54 | 91% |
| Returns for 3 years | 35.52 | 29.78 | 119% |
| Returns for 5 years | 29.10 | 30.03 | 97% |
| Returns for 10 years | 79.39 | 78.35 | 101% |
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