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BALFX vs FNCFX
BALFX vs FNCFX Comparison
Open Charts BALFX vs FNCFX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Franklin Income R6
Price$2.37
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets73.59B
BALFX vs FNCFX Comparison Chart
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BALFX vs. FNCFX commentary
Jan 19, 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 FNCFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. FNCFX (73.6B). FNCFX pays higher dividends than BALFX: FNCFX (5.68) vs BALFX (2.21). BALFX was incepted earlier than FNCFX: BALFX (24 years) vs FNCFX (12 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FNCFX (56.23). BALFX has a lower initial minimum investment than FNCFX: BALFX (250) vs FNCFX (1000000). BALFX annual gain was more profitable for investors over the last year : 12.25 vs. FNCFX (10.12). FNCFX (30.06) and BALFX (29.72) have equivalent 5 years return.
| BALFX | FNCFX | BALFX / FNCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.953 | 1.338 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 73.6B | 326% |
| Annual Yield % from dividends | 2.21 | 5.68 | 39% |
| Returns for 1 year | 12.25 | 10.12 | 121% |
| Returns for 3 years | 12.28 | 9.99 | 123% |
| Returns for 5 years | 29.72 | 30.06 | 99% |
| Returns for 10 years | 55.85 | 57.71 | 97% |
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