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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Aug 23, 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 Hold and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FISRX (80.5B). 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). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. FISRX (10.55). FISRX (31.17) and BALCX (29.99) have equivalent 5 years return.
| 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 | 9.604 | 6.882 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 283B | 80.5B | 352% |
| Annual Yield % from dividends | 1.16 | 5.03 | 23% |
| Returns for 1 year | 11.76 | 10.55 | 112% |
| Returns for 3 years | 41.83 | 35.00 | 120% |
| Returns for 5 years | 29.99 | 31.17 | 96% |
| Returns for 10 years | 74.16 | 77.29 | 96% |
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