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FBAFX vs FISRX
FBAFX vs FISRX Comparison
Open Charts FBAFX vs FISRX
American Funds American Balanced 529-F-2
Price$39.08
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
FBAFX vs FISRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. FISRX (76.5B). FISRX pays higher dividends than FBAFX: FISRX (5.13) vs FBAFX (1.94). FBAFX was incepted earlier than FISRX: FBAFX (5 years) vs FISRX (24 years). FISRX (0.97) is less costly to investors than FBAFX (0.34). FISRX is a more actively managed with annual turnover of: 49.72 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than FISRX: FBAFX (250) vs FISRX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. FISRX (8.11). FBAFX return over 5 years is better than : 43.18 vs. FISRX (40.72).
| FBAFX | FISRX | FBAFX / FISRX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 0.97 | 35% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 15.061 | 9.978 | 151% |
| 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 | 1.94 | 5.13 | 38% |
| Returns for 1 year | 9.01 | 8.11 | 111% |
| Returns for 3 years | 44.43 | 27.59 | 161% |
| Returns for 5 years | 43.18 | 40.72 | 106% |
| Returns for 10 years | N/A | 73.38 | - |
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