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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Franklin Income R
Price$2.26
Change+$0.02 (+0.89%)
VolumeN/A
Net Assets70.77B
BALCX vs FISRX Comparison Chart
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BALCX vs. FISRX commentary
Apr 25, 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: 227B vs. FISRX (70.8B). FISRX pays higher dividends than BALCX: FISRX (5.30) vs BALCX (1.28). BALCX was incepted earlier than FISRX: BALCX (24 years) vs FISRX (23 years). BALCX (1.32) is less costly to investors than FISRX (0.97). BALCX is a more actively managed with annual turnover of: 171.00 vs. FISRX (49.72). 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 : 5.00 vs. BALCX (3.38). FISRX return over 5 years is better than : 43.64 vs. BALCX (31.61).
| BALCX | FISRX | BALCX / FISRX | |
| Total Expense Ratio | 1.32 | 0.96 | 138% |
| Annual Report Gross Expense Ratio | 1.32 | 0.97 | 136% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -1.749 | -0.865 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 227B | 70.8B | 321% |
| Annual Yield % from dividends | 1.28 | 5.30 | 24% |
| Returns for 1 year | 3.38 | 5.00 | 68% |
| Returns for 3 years | 12.46 | 8.31 | 150% |
| Returns for 5 years | 31.61 | 43.64 | 72% |
| Returns for 10 years | 41.14 | 41.91 | 98% |
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