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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Franklin Income R
Price$2.49
Change+$0.08 (+3.32%)
VolumeN/A
Net Assets78.87B
BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Feb 04, 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 BALCX is a Hold and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FISRX (78.9B). FISRX pays higher dividends than BALCX: FISRX (4.96) vs BALCX (1.25). BALCX was incepted earlier than FISRX: BALCX (25 years) vs FISRX (24 years). BALCX (1.31) is less costly to investors than FISRX (0.97). FISRX is a more actively managed with annual turnover of: 62.14 vs. BALCX (44.00). BALCX has a lower initial minimum investment than FISRX: BALCX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 13.10 vs. BALCX (10.51). FISRX return over 5 years is better than : 38.66 vs. BALCX (31.49).
| BALCX | FISRX | BALCX / FISRX | |
| Total Expense Ratio | 1.31 | 0.96 | 136% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 2.396 | 3.356 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 270B | 78.9B | 342% |
| Annual Yield % from dividends | 1.25 | 4.96 | 25% |
| Returns for 1 year | 10.51 | 13.10 | 80% |
| Returns for 3 years | 33.72 | 26.56 | 127% |
| Returns for 5 years | 31.49 | 38.66 | 81% |
| Returns for 10 years | 79.52 | 96.64 | 82% |
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