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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$34.29
Change+$0.21 (+0.62%)
VolumeN/A
CapitalizationN/A
Franklin Income R
Price$2.30
Change+$0.02 (+0.88%)
VolumeN/A
CapitalizationN/A
BALCX vs FISRX Comparison Chart
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BALCX vs. FISRX commentary
Dec 24, 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 Buy and FISRX is a Sell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FISRX (72.8B). 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 : 9.35 vs. FISRX (7.39). BALCX (26.04) and FISRX (25.64) 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 | 8.761 | 6.913 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 236B | 72.8B | 324% |
| Annual Yield % from dividends | 1.59 | 5.28 | 30% |
| Returns for 1 year | 9.35 | 7.39 | 127% |
| Returns for 3 years | 7.68 | 9.57 | 80% |
| Returns for 5 years | 26.04 | 25.64 | 102% |
| Returns for 10 years | 45.34 | 46.38 | 98% |
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