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BALFX vs FRIAX
BALFX vs FRIAX Comparison
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BALFX vs FRIAX Comparison Chart in %
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BALFX vs. FRIAX commentary
Aug 21, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FRIAX (80.8B). FRIAX pays higher dividends than BALFX: FRIAX (5.41) vs BALFX (1.78). BALFX was incepted earlier than FRIAX: BALFX (25 years) vs FRIAX (30 years). BALFX (0.61) is less costly to investors than FRIAX (0.46). FRIAX is a more actively managed with annual turnover of: 62.14 vs. BALFX (50.00). 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 : 12.02 vs. FRIAX (11.31). FRIAX (34.77) and BALFX (33.76) have equivalent 5 years return.
| BALFX | FRIAX | BALFX / FRIAX | |
| Total Expense Ratio | 0.61 | 0.46 | 133% |
| Annual Report Gross Expense Ratio | 0.61 | 0.46 | 133% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 9.929 | 7.527 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 80.8B | 350% |
| Annual Yield % from dividends | 1.78 | 5.41 | 33% |
| Returns for 1 year | 12.02 | 11.31 | 106% |
| Returns for 3 years | 44.67 | 36.78 | 121% |
| Returns for 5 years | 33.76 | 34.77 | 97% |
| Returns for 10 years | 82.80 | 85.84 | 96% |
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