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FISRX vs RLBFX
FISRX vs RLBFX Comparison
Open Charts FISRX vs RLBFX
Franklin Income R
Price$2.28
Change+$0.01 (+0.44%)
VolumeN/A
Net Assets71.78B
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
FISRX vs RLBFX Comparison Chart
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FISRX vs. RLBFX commentary
May 10, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. FISRX (71.8B). FISRX pays higher dividends than RLBFX: FISRX (5.44) vs RLBFX (2.26). FISRX was incepted earlier than RLBFX: FISRX (23 years) vs RLBFX (23 years). FISRX (0.97) is less costly to investors than RLBFX (0.29). FISRX is a more actively managed with annual turnover of: 49.72 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than FISRX: RLBFX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 5.00 vs. RLBFX (4.53). FISRX return over 5 years is better than : 45.74 vs. RLBFX (38.35).
| FISRX | RLBFX | FISRX / RLBFX | |
| Total Expense Ratio | 0.96 | 0.29 | 331% |
| Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.920 | 0.441 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 71.8B | 234B | 31% |
| Annual Yield % from dividends | 5.44 | 2.26 | 241% |
| Returns for 1 year | 5.00 | 4.53 | 110% |
| Returns for 3 years | 14.20 | 22.43 | 63% |
| Returns for 5 years | 45.74 | 38.35 | 119% |
| Returns for 10 years | 45.33 | 53.51 | 85% |