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FISRX vs RLBAX
FISRX vs RLBAX Comparison
Open Charts FISRX vs RLBAX
Franklin Income R
Price$2.27
Change-$0.05 (-2.16%)
VolumeN/A
Net Assets73.43B
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
FISRX vs RLBAX Comparison Chart
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FISRX vs. RLBAX commentary
Apr 04, 2025
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 FISRX is a StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. FISRX (73.4B). FISRX pays higher dividends than RLBAX: FISRX (5.30) vs RLBAX (1.27). FISRX was incepted earlier than RLBAX: FISRX (23 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FISRX (0.97). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FISRX (49.72). RLBAX has a lower initial minimum investment than FISRX: RLBAX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 8.27 vs. RLBAX (0.57). FISRX return over 5 years is better than : 59.28 vs. RLBAX (41.60).
| FISRX | RLBAX | FISRX / RLBAX | |
| Total Expense Ratio | 0.96 | 1.33 | 72% |
| Annual Report Gross Expense Ratio | 0.97 | 1.33 | 73% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.675 | -2.348 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 73.4B | 235B | 31% |
| Annual Yield % from dividends | 5.30 | 1.27 | 417% |
| Returns for 1 year | 8.27 | 0.57 | 1,453% |
| Returns for 3 years | 9.46 | 7.24 | 131% |
| Returns for 5 years | 59.28 | 41.60 | 142% |
| Returns for 10 years | 49.47 | 41.83 | 118% |
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