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BALCX vs FISRX
BALCX vs FISRX Comparison
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BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FISRX (79.5B). FISRX pays higher dividends than BALCX: FISRX (5.00) vs BALCX (1.14). BALCX was incepted earlier than FISRX: BALCX (26 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 : 8.31 vs. BALCX (5.86). FISRX return over 5 years is better than : 30.23 vs. BALCX (27.49).
| BALCX | FISRX | BALCX / FISRX | |
| Total Expense Ratio | 1.30 | 0.96 | 135% |
| Annual Report Gross Expense Ratio | 1.30 | 0.96 | 135% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 7.959 | 6.053 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 285B | 79.5B | 358% |
| Annual Yield % from dividends | 1.14 | 5.00 | 23% |
| Returns for 1 year | 5.86 | 8.31 | 70% |
| Returns for 3 years | 38.31 | 32.13 | 119% |
| Returns for 5 years | 27.49 | 30.23 | 91% |
| Returns for 10 years | 75.19 | 77.88 | 97% |
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