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BALCX vs FRIAX
BALCX vs FRIAX Comparison
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BALCX vs FRIAX Comparison Chart in %
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BALCX vs. FRIAX commentary
Aug 21, 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 BALCX is a Hold and FRIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. FRIAX (80.8B). FRIAX pays higher dividends than BALCX: FRIAX (5.41) vs BALCX (1.16). BALCX was incepted earlier than FRIAX: BALCX (25 years) vs FRIAX (30 years). BALCX (1.30) is less costly to investors than FRIAX (0.46). FRIAX is a more actively managed with annual turnover of: 62.14 vs. BALCX (50.00). BALCX has a lower initial minimum investment than FRIAX: BALCX (250) vs FRIAX (100000). FRIAX (11.31) and BALCX (11.20) have marching annual gain over last year. FRIAX return over 5 years is better than : 34.77 vs. BALCX (29.83).
| BALCX | FRIAX | BALCX / FRIAX | |
| Total Expense Ratio | 1.30 | 0.46 | 283% |
| Annual Report Gross Expense Ratio | 1.30 | 0.46 | 283% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 9.469 | 7.527 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 80.8B | 350% |
| Annual Yield % from dividends | 1.16 | 5.41 | 21% |
| Returns for 1 year | 11.20 | 11.31 | 99% |
| Returns for 3 years | 41.56 | 36.78 | 113% |
| Returns for 5 years | 29.83 | 34.77 | 86% |
| Returns for 10 years | 74.16 | 85.84 | 86% |
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