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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$35.59
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
Franklin Income R
Price$2.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets73.27B
BALFX vs FISRX Comparison Chart in %
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BALFX vs. FISRX commentary
Jun 21, 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 BALFX is a Hold and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 245B vs. FISRX (73.3B). FISRX pays higher dividends than BALFX: FISRX (5.35) vs BALFX (1.88). BALFX was incepted earlier than FISRX: BALFX (24 years) vs FISRX (23 years). FISRX (0.97) is less costly to investors than BALFX (0.61). FISRX is a more actively managed with annual turnover of: 49.72 vs. BALFX (44.00). BALFX has a lower initial minimum investment than FISRX: BALFX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 7.31 vs. BALFX (4.50). FISRX return over 5 years is better than : 44.00 vs. BALFX (37.29).
| BALFX | FISRX | BALFX / FISRX | |
| Total Expense Ratio | 0.61 | 0.96 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.380 | 3.605 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 245B | 73.3B | 334% |
| Annual Yield % from dividends | 1.88 | 5.35 | 35% |
| Returns for 1 year | 4.50 | 7.31 | 62% |
| Returns for 3 years | 32.21 | 21.61 | 149% |
| Returns for 5 years | 37.29 | 44.00 | 85% |
| Returns for 10 years | 56.88 | 50.74 | 112% |
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