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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Franklin Income R
Price$2.39
Change-$0.01 (-0.42%)
VolumeN/A
Net Assets75.82B
BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. FISRX (75.8B). FISRX pays higher dividends than BALCX: FISRX (5.13) vs BALCX (1.10). 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 (8.00) and FISRX (7.66) have marching annual gain over last year. FISRX return over 5 years is better than : 40.13 vs. BALCX (33.87).
| 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 | 13.040 | 9.522 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 264B | 75.8B | 348% |
| Annual Yield % from dividends | 1.10 | 5.13 | 22% |
| Returns for 1 year | 8.00 | 7.66 | 105% |
| Returns for 3 years | 37.81 | 26.49 | 143% |
| Returns for 5 years | 33.87 | 40.13 | 84% |
| Returns for 10 years | 63.16 | 72.66 | 87% |