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BALFX vs FBMCX
BALFX vs FBMCX Comparison
Open Charts BALFX vs FBMCX
American Funds American Balanced F1
Price$32.93
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
BALFX vs FBMCX Comparison Chart
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BALFX 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 BALFX is a Buy and FBMCX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 225B vs. FBMCX (3.21B). FBMCX pays higher dividends than BALFX: FBMCX (3.61) vs BALFX (1.95). BALFX was incepted earlier than FBMCX: BALFX (24 years) vs FBMCX (19 years). FBMCX (1.66) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. FBMCX (31.92). BALFX has a lower initial minimum investment than FBMCX: BALFX (250) vs FBMCX (1000). FBMCX (2.65) and BALFX (2.53) have marching annual gain over last year. BALFX return over 5 years is better than : 31.55 vs. FBMCX (21.35).
| BALFX | FBMCX | BALFX / FBMCX | |
| Total Expense Ratio | 0.62 | 1.65 | 38% |
| Annual Report Gross Expense Ratio | 0.62 | 1.66 | 37% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -3.705 | -1.858 | 199% |
| 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 | 1.95 | 3.61 | 54% |
| Returns for 1 year | 2.53 | 2.65 | 95% |
| Returns for 3 years | 9.90 | 1.10 | 899% |
| Returns for 5 years | 31.55 | 21.35 | 148% |
| Returns for 10 years | 44.27 | 24.20 | 183% |
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