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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Franklin Income R
Price$2.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.35B
BALCX vs FISRX Comparison Chart
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BALCX vs. FISRX commentary
Feb 23, 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: 242B vs. FISRX (74.4B). 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). FISRX annual gain was more profitable for investors over the last year : 10.68 vs. BALCX (8.38). FISRX return over 5 years is better than : 29.34 vs. BALCX (26.14).
| 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 | 2.790 | 3.091 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 1.59 | 5.28 | 30% |
| Returns for 1 year | 8.38 | 10.68 | 79% |
| Returns for 3 years | 15.69 | 12.82 | 122% |
| Returns for 5 years | 26.14 | 29.34 | 89% |
| Returns for 10 years | 46.66 | 47.68 | 98% |
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