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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Franklin Income R
Price$2.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets77.34B
BALFX vs FISRX Comparison Chart in %
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BALFX 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 BALFX is a StrongBuy and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. FISRX (77.3B). FISRX pays higher dividends than BALFX: FISRX (5.09) vs BALFX (1.67). BALFX was incepted earlier than FISRX: BALFX (25 years) vs FISRX (24 years). FISRX (0.97) is less costly to investors than BALFX (0.61). FISRX is a more actively managed with annual turnover of: 49.72 vs. BALFX (44.00). BALFX has a lower initial minimum investment than FISRX: BALFX (250) vs FISRX (1000). FISRX annual gain was more profitable for investors over the last year : 10.87 vs. BALFX (9.10). FISRX return over 5 years is better than : 38.85 vs. BALFX (34.67).
| BALFX | FISRX | BALFX / FISRX | |
| Total Expense Ratio | 0.61 | 0.96 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 10.722 | 11.347 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 269B | 77.3B | 348% |
| Annual Yield % from dividends | 1.67 | 5.09 | 33% |
| Returns for 1 year | 9.10 | 10.87 | 84% |
| Returns for 3 years | 37.97 | 27.94 | 136% |
| Returns for 5 years | 34.67 | 38.85 | 89% |
| Returns for 10 years | 73.06 | 80.97 | 90% |
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