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BALCX vs FBMCX
BALCX vs FBMCX Comparison
Open Charts BALCX vs FBMCX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Franklin Managed Income C
Price$11.87
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets3.21B
BALCX vs FBMCX Comparison Chart
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BALCX vs. FBMCX 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 FBMCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. FBMCX (3.21B). FBMCX pays higher dividends than BALCX: FBMCX (3.61) vs BALCX (1.28). BALCX was incepted earlier than FBMCX: BALCX (24 years) vs FBMCX (19 years). FBMCX (1.66) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. FBMCX (31.92). BALCX has a lower initial minimum investment than FBMCX: BALCX (250) vs FBMCX (1000). FBMCX annual gain was more profitable for investors over the last year : 2.65 vs. BALCX (1.81). BALCX return over 5 years is better than : 27.72 vs. FBMCX (21.35).
| BALCX | FBMCX | BALCX / FBMCX | |
| Total Expense Ratio | 1.32 | 1.65 | 80% |
| Annual Report Gross Expense Ratio | 1.32 | 1.66 | 80% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -3.896 | -1.858 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 3.21B | 7,007% |
| Annual Yield % from dividends | 1.28 | 3.61 | 36% |
| Returns for 1 year | 1.81 | 2.65 | 68% |
| Returns for 3 years | 8.04 | 1.10 | 729% |
| Returns for 5 years | 27.72 | 21.35 | 130% |
| Returns for 10 years | 38.61 | 24.20 | 160% |
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