Ad is loading...
BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Franklin Income R
Price$2.27
Change-$0.05 (-2.16%)
VolumeN/A
Net Assets73.43B
BALFX vs FISRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FISRX commentary
Apr 04, 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: 235B vs. FISRX (73.4B). FISRX pays higher dividends than BALFX: FISRX (5.30) vs BALFX (1.95). BALFX was incepted earlier than FISRX: BALFX (24 years) vs FISRX (23 years). FISRX (0.97) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. FISRX (49.72). 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 : 8.27 vs. BALFX (1.33). FISRX return over 5 years is better than : 59.28 vs. BALFX (45.99).
| BALFX | FISRX | BALFX / FISRX | |
| Total Expense Ratio | 0.62 | 0.96 | 65% |
| Annual Report Gross Expense Ratio | 0.62 | 0.97 | 64% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -2.155 | 2.675 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 235B | 73.4B | 320% |
| Annual Yield % from dividends | 1.95 | 5.30 | 37% |
| Returns for 1 year | 1.33 | 8.27 | 16% |
| Returns for 3 years | 9.14 | 9.46 | 97% |
| Returns for 5 years | 45.99 | 59.28 | 78% |
| Returns for 10 years | 47.77 | 49.47 | 97% |
View a ticker or compare two or three
VS
VS
Ad is loading...