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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Franklin Income Adv
Price$2.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets75.79B
BALFX vs FRIAX Comparison Chart in %
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BALFX vs. FRIAX commentary
Sep 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 FRIAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. FRIAX (75.8B). FRIAX pays higher dividends than BALFX: FRIAX (5.49) vs BALFX (1.77). BALFX was incepted earlier than FRIAX: BALFX (25 years) vs FRIAX (29 years). BALFX (0.61) is less costly to investors than FRIAX (0.47). FRIAX is a more actively managed with annual turnover of: 49.72 vs. BALFX (44.00). 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 : 9.51 vs. FRIAX (7.14). FRIAX return over 5 years is better than : 49.79 vs. BALFX (42.46).
| BALFX | FRIAX | BALFX / FRIAX | |
| Total Expense Ratio | 0.61 | 0.46 | 133% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 13.207 | 8.816 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 75.8B | 347% |
| Annual Yield % from dividends | 1.77 | 5.49 | 32% |
| Returns for 1 year | 9.51 | 7.14 | 133% |
| Returns for 3 years | 43.16 | 29.29 | 147% |
| Returns for 5 years | 42.46 | 49.79 | 85% |
| Returns for 10 years | 79.10 | 81.33 | 97% |
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