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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
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FISRX (79.9B). FISRX pays higher dividends than BALCX: FISRX (4.99) vs BALCX (1.16). BALCX was incepted earlier than FISRX: BALCX (25 years) vs FISRX (24 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 : 16.23 vs. FISRX (12.97). BALCX return over 5 years is better than : 32.08 vs. FISRX (28.87).
| 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 | 24 years | - |
| Gain YTD | 9.469 | 5.550 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.9B | 360% |
| Annual Yield % from dividends | 1.16 | 4.99 | 23% |
| Returns for 1 year | 16.23 | 12.97 | 125% |
| Returns for 3 years | 40.34 | 30.91 | 131% |
| Returns for 5 years | 32.08 | 28.87 | 111% |
| Returns for 10 years | 79.69 | 83.47 | 95% |
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