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BALFX vs FBFRX
BALFX vs FBFRX Comparison
Open Charts BALFX vs FBFRX
American Funds American Balanced F1
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Franklin Managed Income R6
Price$12.14
Change+$0.35 (+2.97%)
VolumeN/A
Net Assets3.16B
BALFX vs FBFRX Comparison Chart
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BALFX vs. FBFRX commentary
Apr 10, 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 BALFX is a Buy and FBFRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 217B vs. FBFRX (3.16B). FBFRX pays higher dividends than BALFX: FBFRX (4.83) vs BALFX (1.95). BALFX was incepted earlier than FBFRX: BALFX (24 years) vs FBFRX (12 years). BALFX (0.62) and FBFRX (0.60) have similar cost to investors . BALFX is a more actively managed with annual turnover of: 171.00 vs. FBFRX (31.92). BALFX has a lower initial minimum investment than FBFRX: BALFX (250) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : -0.61 vs. BALFX (-3.61). BALFX return over 5 years is better than : 30.02 vs. FBFRX (25.40).
| BALFX | FBFRX | BALFX / FBFRX | |
| Total Expense Ratio | 0.62 | 0.59 | 105% |
| Annual Report Gross Expense Ratio | 0.62 | 0.60 | 103% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -6.950 | -3.444 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 3.16B | 6,858% |
| Annual Yield % from dividends | 1.95 | 4.83 | 40% |
| Returns for 1 year | -3.61 | -0.61 | 593% |
| Returns for 3 years | 4.96 | 0.78 | 637% |
| Returns for 5 years | 30.02 | 25.40 | 118% |
| Returns for 10 years | 39.80 | 31.23 | 127% |
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