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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Franklin Income R
Price$2.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.35B
BALFX vs FISRX Comparison Chart
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BALFX vs. FISRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. FISRX (74.4B). 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). FISRX annual gain was more profitable for investors over the last year : 10.68 vs. BALFX (9.19). BALFX (29.96) and FISRX (29.34) have equivalent 5 years return.
| 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 | 2.886 | 3.091 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 2.21 | 5.28 | 42% |
| Returns for 1 year | 9.19 | 10.68 | 86% |
| Returns for 3 years | 17.52 | 12.82 | 137% |
| Returns for 5 years | 29.96 | 29.34 | 102% |
| Returns for 10 years | 52.44 | 47.68 | 110% |
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