Interact to see
Advertisement
Advertisement
BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
BALCX vs FISRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FISRX commentary
Aug 03, 2026
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: 288B vs. FISRX (79.5B). FISRX pays higher dividends than BALCX: FISRX (5.03) vs BALCX (1.16). BALCX was incepted earlier than FISRX: BALCX (25 years) vs FISRX (25 years). BALCX (1.30) is less costly to investors than FISRX (0.96). FISRX is a more actively managed with annual turnover of: 62.14 vs. BALCX (50.00). 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 : 11.54 vs. BALCX (10.48). FISRX return over 5 years is better than : 30.03 vs. BALCX (28.31).
| BALCX | FISRX | BALCX / FISRX | |
| Total Expense Ratio | 1.30 | 0.96 | 135% |
| Annual Report Gross Expense Ratio | 1.30 | 0.96 | 135% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 7.959 | 5.579 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.5B | 362% |
| Annual Yield % from dividends | 1.16 | 5.03 | 23% |
| Returns for 1 year | 10.48 | 11.54 | 91% |
| Returns for 3 years | 35.58 | 29.78 | 119% |
| Returns for 5 years | 28.31 | 30.03 | 94% |
| Returns for 10 years | 73.63 | 78.35 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers