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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
Jul 14, 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 (5.04) vs CLBCX (1.07). 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). CLBCX annual gain was more profitable for investors over the last year : 11.19 vs. FISRX (10.16). CLBCX (29.80) and FISRX (29.50) 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 | 8.102 | 5.155 | 157% |
| 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 | 1.07 | 5.04 | 21% |
| Returns for 1 year | 11.19 | 10.16 | 110% |
| Returns for 3 years | 36.50 | 29.83 | 122% |
| Returns for 5 years | 29.80 | 29.50 | 101% |
| Returns for 10 years | 78.55 | 75.67 | 104% |
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