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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
Jul 31, 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 Buy and FRIAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FRIAX (79.3B). FRIAX pays higher dividends than BALCX: FRIAX (5.41) vs BALCX (1.14). 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 annual gain was more profitable for investors over the last year : 10.96 vs. BALCX (9.98). FRIAX return over 5 years is better than : 32.04 vs. BALCX (28.08).
| 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 | 7.770 | 5.362 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.3B | 363% |
| Annual Yield % from dividends | 1.14 | 5.41 | 21% |
| Returns for 1 year | 9.98 | 10.96 | 91% |
| Returns for 3 years | 34.94 | 30.55 | 114% |
| Returns for 5 years | 28.08 | 32.04 | 88% |
| Returns for 10 years | 72.63 | 84.58 | 86% |
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