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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
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FISRX (79.9B). FISRX pays higher dividends than BALFX: FISRX (4.99) vs BALFX (1.75). BALFX was incepted earlier than FISRX: BALFX (25 years) vs FISRX (24 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 : 17.09 vs. FISRX (12.97). BALFX return over 5 years is better than : 36.07 vs. FISRX (28.87).
| 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 | 24 years | - |
| Gain YTD | 9.795 | 5.550 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.9B | 360% |
| Annual Yield % from dividends | 1.75 | 4.99 | 35% |
| Returns for 1 year | 17.09 | 12.97 | 132% |
| Returns for 3 years | 43.40 | 30.91 | 140% |
| Returns for 5 years | 36.07 | 28.87 | 125% |
| Returns for 10 years | 88.65 | 83.47 | 106% |
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