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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Franklin Income Adv
Price$2.38
Change-$0.01 (-0.42%)
VolumeN/A
Net Assets74.35B
BALFX vs FRIAX Comparison Chart
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BALFX vs. FRIAX commentary
Feb 23, 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: 242B vs. FRIAX (74.4B). 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). FRIAX annual gain was more profitable for investors over the last year : 11.03 vs. BALFX (9.19). FRIAX return over 5 years is better than : 31.80 vs. BALFX (29.96).
| 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 | 2.886 | 2.686 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 74.4B | 325% |
| Annual Yield % from dividends | 2.21 | 5.68 | 39% |
| Returns for 1 year | 9.19 | 11.03 | 83% |
| Returns for 3 years | 17.52 | 14.19 | 124% |
| Returns for 5 years | 29.96 | 31.80 | 94% |
| Returns for 10 years | 52.44 | 53.58 | 98% |
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