Ad is loading...
BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Franklin Income R
Price$2.27
Change-$0.05 (-2.16%)
VolumeN/A
Net Assets73.43B
BALCX vs FISRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FISRX commentary
Apr 04, 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 Hold and FISRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. FISRX (73.4B). 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 : 8.27 vs. BALCX (0.58). FISRX return over 5 years is better than : 59.28 vs. BALCX (41.73).
| 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 | -2.337 | 2.675 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 235B | 73.4B | 320% |
| Annual Yield % from dividends | 1.28 | 5.30 | 24% |
| Returns for 1 year | 0.58 | 8.27 | 7% |
| Returns for 3 years | 7.28 | 9.46 | 77% |
| Returns for 5 years | 41.73 | 59.28 | 70% |
| Returns for 10 years | 41.88 | 49.47 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...