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FBAFX vs FISRX
FBAFX vs FISRX Comparison
Open Charts FBAFX vs FISRX
American Funds American Balanced 529-F-2
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
Franklin Income R
Price$2.30
Change-$0.01 (-0.43%)
VolumeN/A
Net Assets72.86B
FBAFX vs FISRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. FISRX (72.9B). FISRX pays higher dividends than FBAFX: FISRX (5.35) vs FBAFX (2.14). FBAFX was incepted earlier than FISRX: FBAFX (5 years) vs FISRX (23 years). FISRX (0.97) is less costly to investors than FBAFX (0.34). FISRX is a more actively managed with annual turnover of: 49.72 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than FISRX: FBAFX (250) vs FISRX (1000). FBAFX annual gain was more profitable for investors over the last year : 7.21 vs. FISRX (6.84).
| FBAFX | FISRX | FBAFX / FISRX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 0.97 | 35% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.700 | 3.159 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 243B | 72.9B | 333% |
| Annual Yield % from dividends | 2.14 | 5.35 | 40% |
| Returns for 1 year | 7.21 | 6.84 | 105% |
| Returns for 3 years | 25.28 | 13.93 | 182% |
| Returns for 5 years | N/A | 38.63 | - |
| Returns for 10 years | N/A | 51.38 | - |
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