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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
Franklin Income R
Price$2.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.44B
BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Aug 09, 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: 253B vs. FISRX (74.4B). FISRX pays higher dividends than BALCX: FISRX (5.26) vs BALCX (1.18). BALCX was incepted earlier than FISRX: BALCX (24 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 : 9.31 vs. FISRX (7.72). FISRX return over 5 years is better than : 45.38 vs. BALCX (32.91).
| 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 | 24 years | - |
| Gain YTD | 8.450 | 6.321 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 253B | 74.4B | 340% |
| Annual Yield % from dividends | 1.18 | 5.26 | 22% |
| Returns for 1 year | 9.31 | 7.72 | 121% |
| Returns for 3 years | 29.24 | 20.76 | 141% |
| Returns for 5 years | 32.91 | 45.38 | 73% |
| Returns for 10 years | 57.99 | 62.93 | 92% |
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