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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
Franklin Income R
Price$2.30
Change-$0.01 (-0.43%)
VolumeN/A
Net Assets72.86B
BALCX vs FISRX Comparison Chart
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BALCX vs. FISRX commentary
Jun 07, 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 BALCX is a Buy and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. FISRX (72.9B). FISRX pays higher dividends than BALCX: FISRX (5.35) vs BALCX (1.24). BALCX was incepted earlier than FISRX: BALCX (24 years) vs FISRX (23 years). BALCX (1.31) is less costly to investors than FISRX (0.97). FISRX is a more actively managed with annual turnover of: 49.72 vs. BALCX (44.00). BALCX has a lower initial minimum investment than FISRX: BALCX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 6.84 vs. BALCX (6.16). FISRX return over 5 years is better than : 38.63 vs. BALCX (30.52).
| BALCX | FISRX | BALCX / FISRX | |
| Total Expense Ratio | 1.31 | 0.96 | 136% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.280 | 3.159 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 243B | 72.9B | 333% |
| Annual Yield % from dividends | 1.24 | 5.35 | 23% |
| Returns for 1 year | 6.16 | 6.84 | 90% |
| Returns for 3 years | 20.86 | 13.93 | 150% |
| Returns for 5 years | 30.52 | 38.63 | 79% |
| Returns for 10 years | 52.67 | 51.38 | 103% |
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