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BALCX vs FBFQX
BALCX vs FBFQX Comparison
Open Charts BALCX vs FBFQX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Franklin Managed Income R
Price$12.38
Change-$0.19 (-1.51%)
VolumeN/A
Net Assets3.38B
BALCX vs FBFQX Comparison Chart
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BALCX vs. FBFQX commentary
Apr 05, 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 Hold and FBFQX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. FBFQX (3.38B). FBFQX pays higher dividends than BALCX: FBFQX (4.27) vs BALCX (1.28). BALCX was incepted earlier than FBFQX: BALCX (24 years) vs FBFQX (19 years). BALCX (1.32) is less costly to investors than FBFQX (1.16). BALCX is a more actively managed with annual turnover of: 171.00 vs. FBFQX (31.92). BALCX has a lower initial minimum investment than FBFQX: BALCX (250) vs FBFQX (1000). FBFQX annual gain was more profitable for investors over the last year : 5.63 vs. BALCX (0.58). BALCX return over 5 years is better than : 41.73 vs. FBFQX (39.64).
| BALCX | FBFQX | BALCX / FBFQX | |
| Total Expense Ratio | 1.32 | 1.15 | 115% |
| Annual Report Gross Expense Ratio | 1.32 | 1.16 | 114% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -2.337 | 2.715 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 3.38B | 6,957% |
| Annual Yield % from dividends | 1.28 | 4.27 | 30% |
| Returns for 1 year | 0.58 | 5.63 | 10% |
| Returns for 3 years | 7.28 | 5.40 | 135% |
| Returns for 5 years | 41.73 | 39.64 | 105% |
| Returns for 10 years | 41.88 | 35.26 | 119% |
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