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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Franklin Income R
Price$2.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.77B
BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FISRX (74.8B). FISRX pays higher dividends than BALCX: FISRX (5.26) vs BALCX (1.19). 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). FISRX annual gain was more profitable for investors over the last year : 10.09 vs. BALCX (7.03). FISRX return over 5 years is better than : 48.72 vs. BALCX (37.14).
| 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 | 7.684 | 6.304 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 252B | 74.8B | 337% |
| Annual Yield % from dividends | 1.19 | 5.26 | 23% |
| Returns for 1 year | 7.03 | 10.09 | 70% |
| Returns for 3 years | 32.51 | 24.38 | 133% |
| Returns for 5 years | 37.14 | 48.72 | 76% |
| Returns for 10 years | 58.16 | 59.01 | 99% |