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BALCX vs FBFRX
BALCX vs FBFRX Comparison
Open Charts BALCX vs FBFRX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Franklin Managed Income R6
Price$12.04
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets3.21B
BALCX vs FBFRX Comparison Chart
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BALCX vs. FBFRX commentary
Apr 18, 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 Buy and FBFRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. FBFRX (3.21B). FBFRX pays higher dividends than BALCX: FBFRX (4.65) vs BALCX (1.28). BALCX was incepted earlier than FBFRX: BALCX (24 years) vs FBFRX (12 years). BALCX (1.32) is less costly to investors than FBFRX (0.60). BALCX is a more actively managed with annual turnover of: 171.00 vs. FBFRX (31.92). BALCX has a lower initial minimum investment than FBFRX: BALCX (250) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : 4.61 vs. BALCX (1.81). BALCX (27.72) and FBFRX (27.10) have equivalent 5 years return.
| BALCX | FBFRX | BALCX / FBFRX | |
| Total Expense Ratio | 1.32 | 0.59 | 224% |
| Annual Report Gross Expense Ratio | 1.32 | 0.60 | 220% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -3.896 | -1.233 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 3.21B | 7,007% |
| Annual Yield % from dividends | 1.28 | 4.65 | 28% |
| Returns for 1 year | 1.81 | 4.61 | 39% |
| Returns for 3 years | 8.04 | 3.87 | 208% |
| Returns for 5 years | 27.72 | 27.10 | 102% |
| Returns for 10 years | 38.61 | 34.89 | 111% |
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