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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Franklin Income Adv
Price$2.31
Change-$0.04 (-1.70%)
VolumeN/A
Net Assets73.43B
BALFX vs FRIAX Comparison Chart
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BALFX vs. FRIAX commentary
Apr 04, 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 Hold and FRIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. FRIAX (73.4B). FRIAX pays higher dividends than BALFX: FRIAX (5.69) vs BALFX (1.95). BALFX was incepted earlier than FRIAX: BALFX (24 years) vs FRIAX (28 years). BALFX (0.62) is less costly to investors than FRIAX (0.47). BALFX is a more actively managed with annual turnover of: 171.00 vs. FRIAX (49.72). BALFX has a lower initial minimum investment than FRIAX: BALFX (250) vs FRIAX (100000). FRIAX annual gain was more profitable for investors over the last year : 8.64 vs. BALFX (1.33). FRIAX return over 5 years is better than : 62.70 vs. BALFX (45.99).
| BALFX | FRIAX | BALFX / FRIAX | |
| Total Expense Ratio | 0.62 | 0.46 | 135% |
| Annual Report Gross Expense Ratio | 0.62 | 0.47 | 132% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -2.155 | 2.355 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 73.4B | 320% |
| Annual Yield % from dividends | 1.95 | 5.69 | 34% |
| Returns for 1 year | 1.33 | 8.64 | 15% |
| Returns for 3 years | 9.14 | 10.83 | 84% |
| Returns for 5 years | 45.99 | 62.70 | 73% |
| Returns for 10 years | 47.77 | 55.48 | 86% |