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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Franklin Income R
Price$2.41
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets76.16B
BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Oct 19, 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 BALCX is a Buy and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. FISRX (76.2B). FISRX pays higher dividends than BALCX: FISRX (5.13) vs BALCX (1.12). 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: 49.72 vs. BALCX (44.00). BALCX has a lower initial minimum investment than FISRX: BALCX (250) vs FISRX (1000). BALCX annual gain was more profitable for investors over the last year : 7.88 vs. FISRX (6.76). FISRX return over 5 years is better than : 47.34 vs. BALCX (37.80).
| 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 | 13.983 | 9.508 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 265B | 76.2B | 348% |
| Annual Yield % from dividends | 1.12 | 5.13 | 22% |
| Returns for 1 year | 7.88 | 6.76 | 117% |
| Returns for 3 years | 47.51 | 32.85 | 145% |
| Returns for 5 years | 37.80 | 47.34 | 80% |
| Returns for 10 years | 67.75 | 69.94 | 97% |
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