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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Franklin Income R
Price$2.26
Change+$0.02 (+0.89%)
VolumeN/A
Net Assets70.77B
BALFX vs FISRX Comparison Chart
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BALFX vs. FISRX commentary
Apr 25, 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: 227B vs. FISRX (70.8B). 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 : 5.00 vs. BALFX (4.16). FISRX return over 5 years is better than : 43.64 vs. BALFX (35.61).
| 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 | -1.541 | -0.865 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 227B | 70.8B | 321% |
| Annual Yield % from dividends | 1.95 | 5.30 | 37% |
| Returns for 1 year | 4.16 | 5.00 | 83% |
| Returns for 3 years | 14.37 | 8.31 | 173% |
| Returns for 5 years | 35.61 | 43.64 | 82% |
| Returns for 10 years | 46.93 | 41.91 | 112% |
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