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CLBCX vs FISRX
CLBCX vs FISRX Comparison
Open Charts CLBCX vs FISRX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Franklin Income R
Price$2.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets77.34B
CLBCX vs FISRX Comparison Chart in %
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CLBCX vs. FISRX commentary
Dec 27, 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 StrongBuy and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FISRX (77.3B). FISRX pays higher dividends than CLBCX: FISRX (5.09) vs CLBCX (1.02). 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). FISRX annual gain was more profitable for investors over the last year : 10.87 vs. CLBCX (8.57). FISRX return over 5 years is better than : 38.85 vs. CLBCX (31.60).
| 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 | 10.024 | 11.347 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 269B | 77.3B | 348% |
| Annual Yield % from dividends | 1.02 | 5.09 | 20% |
| Returns for 1 year | 8.57 | 10.87 | 79% |
| Returns for 3 years | 34.81 | 27.94 | 125% |
| Returns for 5 years | 31.60 | 38.85 | 81% |
| Returns for 10 years | 72.29 | 80.97 | 89% |
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