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CLBFX vs FISRX
CLBFX vs FISRX Comparison
Open Charts CLBFX vs FISRX
CLBFX vs FISRX Comparison Chart in %
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CLBFX vs. FISRX commentary
Jun 16, 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 CLBFX is a Hold and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. FISRX (79.9B). FISRX pays higher dividends than CLBFX: FISRX (4.99) vs CLBFX (1.92). CLBFX was incepted earlier than FISRX: CLBFX (24 years) vs FISRX (24 years). FISRX (0.96) is less costly to investors than CLBFX (0.66). FISRX is a more actively managed with annual turnover of: 62.14 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than FISRX: CLBFX (250) vs FISRX (1000). CLBFX annual gain was more profitable for investors over the last year : 17.31 vs. FISRX (12.97). CLBFX return over 5 years is better than : 39.08 vs. FISRX (28.87).
| CLBFX | FISRX | CLBFX / FISRX | |
| Total Expense Ratio | 0.66 | 0.96 | 69% |
| Annual Report Gross Expense Ratio | 0.66 | 0.96 | 69% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.907 | 5.550 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.9B | 360% |
| Annual Yield % from dividends | 1.92 | 4.99 | 39% |
| Returns for 1 year | 17.31 | 12.97 | 133% |
| Returns for 3 years | 44.16 | 30.91 | 143% |
| Returns for 5 years | 39.08 | 28.87 | 135% |
| Returns for 10 years | 104.10 | 83.47 | 125% |
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