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BALFX vs FISRX
BALFX vs FISRX Comparison
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BALFX vs FISRX Comparison Chart in %
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BALFX vs. FISRX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FISRX (79.5B). 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). FISRX (11.54) and BALFX (11.29) have marching annual gain over last year. BALFX return over 5 years is better than : 32.23 vs. FISRX (30.03).
| 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 | 8.372 | 5.579 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 288B | 79.5B | 362% |
| Annual Yield % from dividends | 1.78 | 5.03 | 35% |
| Returns for 1 year | 11.29 | 11.54 | 98% |
| Returns for 3 years | 38.49 | 29.78 | 129% |
| Returns for 5 years | 32.23 | 30.03 | 107% |
| Returns for 10 years | 82.24 | 78.35 | 105% |
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