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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
Sep 12, 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 Buy and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. FISRX (79.5B). FISRX pays higher dividends than BALFX: FISRX (5.00) vs BALFX (1.76). BALFX was incepted earlier than FISRX: BALFX (26 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). FISRX annual gain was more profitable for investors over the last year : 8.31 vs. BALFX (6.65). BALFX (31.40) and FISRX (30.23) have equivalent 5 years return.
| BALFX | FISRX | BALFX / FISRX | |
| Total Expense Ratio | 0.61 | 0.96 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 0.96 | 64% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 8.480 | 6.053 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 285B | 79.5B | 358% |
| Annual Yield % from dividends | 1.76 | 5.00 | 35% |
| Returns for 1 year | 6.65 | 8.31 | 80% |
| Returns for 3 years | 41.33 | 32.13 | 129% |
| Returns for 5 years | 31.40 | 30.23 | 104% |
| Returns for 10 years | 83.89 | 77.88 | 108% |
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