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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$36.15
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
Franklin Income R
Price$2.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs FISRX Comparison Chart
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BALCX vs. FISRX commentary
Nov 15, 2024
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 StrongBuy and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 239B vs. FISRX (74.6B). FISRX pays higher dividends than BALCX: FISRX (5.28) vs BALCX (1.59). BALCX was incepted earlier than FISRX: BALCX (24 years) vs FISRX (23 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FISRX (56.23). BALCX has a lower initial minimum investment than FISRX: BALCX (250) vs FISRX (1000). BALCX annual gain was more profitable for investors over the last year : 21.73 vs. FISRX (15.90). BALCX (32.76) and FISRX (31.20) have equivalent 5 years return.
| BALCX | FISRX | BALCX / FISRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.871 | 8.764 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 239B | 74.6B | 320% |
| Annual Yield % from dividends | 1.59 | 5.28 | 30% |
| Returns for 1 year | 21.73 | 15.90 | 137% |
| Returns for 3 years | 10.15 | 9.17 | 111% |
| Returns for 5 years | 32.76 | 31.20 | 105% |
| Returns for 10 years | 47.26 | 46.41 | 102% |
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