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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Franklin Income Adv
Price$2.33
Change-$0.02 (-0.85%)
VolumeN/A
CapitalizationN/A
BALFX vs FRIAX Comparison Chart
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BALFX vs. FRIAX commentary
Dec 19, 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 Sell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B 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 : 12.54 vs. FRIAX (9.18). BALFX return over 5 years is better than : 32.57 vs. FRIAX (30.28).
| 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 | 11.522 | 7.758 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 73.6B | 327% |
| Annual Yield % from dividends | 2.21 | 5.68 | 39% |
| Returns for 1 year | 12.54 | 9.18 | 137% |
| Returns for 3 years | 11.70 | 11.88 | 99% |
| Returns for 5 years | 32.57 | 30.28 | 108% |
| Returns for 10 years | 46.34 | 54.17 | 86% |