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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
BALFX vs FISRX Comparison Chart in %
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BALFX vs. FISRX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FISRX (80.5B). FISRX pays higher dividends than BALFX: FISRX (5.03) vs BALFX (1.78). BALFX was incepted earlier than FISRX: BALFX (25 years) vs FISRX (25 years). FISRX (0.96) is less costly to investors than BALFX (0.61). FISRX is a more actively managed with annual turnover of: 62.14 vs. BALFX (50.00). 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 : 12.57 vs. FISRX (10.55). BALFX return over 5 years is better than : 33.93 vs. FISRX (31.17).
| BALFX | FISRX | BALFX / FISRX | |
| Total Expense Ratio | 0.61 | 0.96 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 0.96 | 64% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 10.064 | 6.882 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 283B | 80.5B | 352% |
| Annual Yield % from dividends | 1.78 | 5.03 | 35% |
| Returns for 1 year | 12.57 | 10.55 | 119% |
| Returns for 3 years | 44.90 | 35.00 | 128% |
| Returns for 5 years | 33.93 | 31.17 | 109% |
| Returns for 10 years | 82.80 | 77.29 | 107% |
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