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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$34.53
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Franklin Income R
Price$2.30
Change+$0.02 (+0.88%)
VolumeN/A
CapitalizationN/A
BALFX vs FISRX Comparison Chart
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BALFX vs. FISRX commentary
Dec 24, 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 Buy and FISRX is a Sell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. FISRX (72.8B). 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 : 10.13 vs. FISRX (7.39). BALFX return over 5 years is better than : 29.82 vs. FISRX (25.64).
| 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 | 9.511 | 6.913 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 236B | 72.8B | 324% |
| Annual Yield % from dividends | 2.21 | 5.28 | 42% |
| Returns for 1 year | 10.13 | 7.39 | 137% |
| Returns for 3 years | 9.36 | 9.57 | 98% |
| Returns for 5 years | 29.82 | 25.64 | 116% |
| Returns for 10 years | 51.11 | 46.38 | 110% |
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