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BALCX vs FISRX
BALCX vs FISRX Comparison
Open Charts BALCX vs FISRX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Franklin Income R
Price$2.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets77.42B
BALCX vs FISRX Comparison Chart in %
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BALCX vs. FISRX commentary
Dec 27, 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 StrongBuy and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FISRX (77.4B). FISRX pays higher dividends than BALCX: FISRX (5.09) vs BALCX (1.08). 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). FISRX annual gain was more profitable for investors over the last year : 10.87 vs. BALCX (8.47). FISRX return over 5 years is better than : 38.85 vs. BALCX (30.89).
| 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 | 10.092 | 11.347 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 269B | 77.4B | 348% |
| Annual Yield % from dividends | 1.08 | 5.09 | 21% |
| Returns for 1 year | 8.47 | 10.87 | 78% |
| Returns for 3 years | 35.24 | 28.51 | 124% |
| Returns for 5 years | 30.89 | 38.85 | 80% |
| Returns for 10 years | 65.54 | 80.10 | 82% |
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