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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Franklin Income Adv
Price$2.36
Change+$0.01 (+0.43%)
VolumeN/A
Net Assets73.59B
BALFX vs FRIAX Comparison Chart
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BALFX vs. FRIAX 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 FRIAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. FRIAX (73.6B). 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 : 12.25 vs. FRIAX (10.11). BALFX (29.72) and FRIAX (29.37) 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 | 1.953 | 1.340 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 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 | 10.11 | 121% |
| Returns for 3 years | 12.28 | 9.88 | 124% |
| Returns for 5 years | 29.72 | 29.37 | 101% |
| Returns for 10 years | 55.85 | 56.48 | 99% |
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