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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$37.14
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets252.99B
Franklin Income R
Price$2.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.44B
BALFX vs FISRX Comparison Chart in %
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BALFX vs. FISRX commentary
Aug 09, 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 Buy and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. FISRX (74.4B). FISRX pays higher dividends than BALFX: FISRX (5.26) vs BALFX (1.79). BALFX was incepted earlier than FISRX: BALFX (24 years) vs FISRX (24 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). BALFX annual gain was more profitable for investors over the last year : 10.13 vs. FISRX (7.72). FISRX return over 5 years is better than : 45.38 vs. BALFX (36.92).
| 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 | 24 years | - |
| Gain YTD | 8.925 | 6.321 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 253B | 74.4B | 340% |
| Annual Yield % from dividends | 1.79 | 5.26 | 34% |
| Returns for 1 year | 10.13 | 7.72 | 131% |
| Returns for 3 years | 31.69 | 20.76 | 153% |
| Returns for 5 years | 36.92 | 45.38 | 81% |
| Returns for 10 years | 64.83 | 62.93 | 103% |
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