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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$36.43
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
Franklin Income R
Price$2.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALFX vs FISRX Comparison Chart
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BALFX vs. FISRX commentary
Nov 15, 2024
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 StrongBuy and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 239B vs. FISRX (74.6B). FISRX pays higher dividends than BALFX: FISRX (5.28) vs BALFX (2.21). BALFX was incepted earlier than FISRX: BALFX (24 years) vs FISRX (23 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FISRX (56.23). BALFX has a lower initial minimum investment than FISRX: BALFX (250) vs FISRX (1000). BALFX annual gain was more profitable for investors over the last year : 22.60 vs. FISRX (15.90). BALFX return over 5 years is better than : 36.58 vs. FISRX (31.20).
| BALFX | FISRX | BALFX / FISRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 15.544 | 8.764 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 239B | 74.6B | 320% |
| Annual Yield % from dividends | 2.21 | 5.28 | 42% |
| Returns for 1 year | 22.60 | 15.90 | 142% |
| Returns for 3 years | 11.86 | 9.17 | 129% |
| Returns for 5 years | 36.58 | 31.20 | 117% |
| Returns for 10 years | 53.02 | 46.41 | 114% |
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