Interact to see
Advertisement
Advertisement
BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$38.33
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.06B
Franklin Income R
Price$2.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets75.75B
BALCX vs FISRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FISRX commentary
Sep 16, 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: 263B vs. FISRX (75.8B). FISRX pays higher dividends than BALCX: FISRX (5.13) vs BALCX (1.16). BALCX was incepted earlier than FISRX: BALCX (25 years) vs FISRX (24 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). BALCX annual gain was more profitable for investors over the last year : 9.49 vs. FISRX (7.22). FISRX return over 5 years is better than : 47.29 vs. BALCX (38.87).
| BALCX | FISRX | BALCX / FISRX | |
| Total Expense Ratio | 1.31 | 0.96 | 136% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 12.572 | 8.588 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 263B | 75.8B | 347% |
| Annual Yield % from dividends | 1.16 | 5.13 | 23% |
| Returns for 1 year | 9.49 | 7.22 | 131% |
| Returns for 3 years | 39.37 | 26.82 | 147% |
| Returns for 5 years | 38.87 | 47.29 | 82% |
| Returns for 10 years | 70.34 | 72.97 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement