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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Franklin Income R
Price$2.41
Change-$0.01 (-0.41%)
VolumeN/A
Net Assets76.46B
BALFX vs FISRX Comparison Chart in %
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BALFX vs. FISRX commentary
Nov 14, 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 Buy and FISRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. FISRX (76.5B). FISRX pays higher dividends than BALFX: FISRX (5.13) vs BALFX (1.70). 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). BALFX annual gain was more profitable for investors over the last year : 8.72 vs. FISRX (8.11). FISRX (40.72) and BALFX (39.44) have equivalent 5 years return.
| 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 | 14.780 | 9.978 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 269B | 76.5B | 352% |
| Annual Yield % from dividends | 1.70 | 5.13 | 33% |
| Returns for 1 year | 8.72 | 8.11 | 108% |
| Returns for 3 years | 42.49 | 27.59 | 154% |
| Returns for 5 years | 39.44 | 40.72 | 97% |
| Returns for 10 years | 73.97 | 73.38 | 101% |
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