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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Franklin Income Adv
Price$2.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALFX vs FRIAX Comparison Chart
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BALFX vs. FRIAX commentary
Nov 18, 2024
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 StrongBuy and FRIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. FRIAX (74.3B). FRIAX pays higher dividends than BALFX: FRIAX (5.68) vs BALFX (2.21). BALFX was incepted earlier than FRIAX: BALFX (24 years) vs FRIAX (28 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FRIAX (56.23). BALFX has a lower initial minimum investment than FRIAX: BALFX (250) vs FRIAX (100000). BALFX annual gain was more profitable for investors over the last year : 20.84 vs. FRIAX (15.67). BALFX (34.76) and FRIAX (33.66) have equivalent 5 years return.
| BALFX | FRIAX | BALFX / FRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 13.997 | 8.628 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 74.3B | 318% |
| Annual Yield % from dividends | 2.21 | 5.68 | 39% |
| Returns for 1 year | 20.84 | 15.67 | 133% |
| Returns for 3 years | 10.40 | 10.53 | 99% |
| Returns for 5 years | 34.76 | 33.66 | 103% |
| Returns for 10 years | 50.51 | 52.24 | 97% |