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BALFX vs FISRX
BALFX vs FISRX Comparison
Open Charts BALFX vs FISRX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Franklin Income R
Price$2.49
Change+$0.08 (+3.32%)
VolumeN/A
Net Assets78.87B
BALFX vs FISRX Comparison Chart in %
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BALFX 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 BALFX is a Hold and FISRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. FISRX (78.9B). FISRX pays higher dividends than BALFX: FISRX (4.96) vs BALFX (1.86). 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: 62.14 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 : 13.10 vs. BALFX (11.33). FISRX return over 5 years is better than : 38.66 vs. BALFX (35.49).
| 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 | 2.457 | 3.356 | 73% |
| 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 | 1.86 | 4.96 | 38% |
| Returns for 1 year | 11.33 | 13.10 | 86% |
| Returns for 3 years | 36.69 | 26.56 | 138% |
| Returns for 5 years | 35.49 | 38.66 | 92% |
| Returns for 10 years | 87.98 | 96.64 | 91% |
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