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BALFX vs FNCFX
BALFX vs FNCFX Comparison
Open Charts BALFX vs FNCFX
American Funds American Balanced F1
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Franklin Income R6
Price$2.24
Change-$0.04 (-1.75%)
VolumeN/A
Net Assets70.7B
BALFX vs FNCFX Comparison Chart
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BALFX vs. FNCFX commentary
Apr 11, 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: 217B vs. FNCFX (70.7B). FNCFX pays higher dividends than BALFX: FNCFX (5.72) vs BALFX (1.95). BALFX was incepted earlier than FNCFX: BALFX (24 years) vs FNCFX (12 years). BALFX (0.62) is less costly to investors than FNCFX (0.42). BALFX is a more actively managed with annual turnover of: 171.00 vs. FNCFX (49.72). BALFX has a lower initial minimum investment than FNCFX: BALFX (250) vs FNCFX (1000000). FNCFX annual gain was more profitable for investors over the last year : 1.30 vs. BALFX (-3.61). FNCFX return over 5 years is better than : 41.75 vs. BALFX (30.02).
| BALFX | FNCFX | BALFX / FNCFX | |
| Total Expense Ratio | 0.62 | 0.41 | 151% |
| Annual Report Gross Expense Ratio | 0.62 | 0.42 | 148% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -6.950 | -4.146 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 70.7B | 307% |
| Annual Yield % from dividends | 1.95 | 5.72 | 34% |
| Returns for 1 year | -3.61 | 1.30 | -277% |
| Returns for 3 years | 4.96 | 3.89 | 128% |
| Returns for 5 years | 30.02 | 41.75 | 72% |
| Returns for 10 years | 39.80 | 45.51 | 87% |
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