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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
Jul 31, 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 Buy and FRIAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FRIAX (79.3B). FRIAX pays higher dividends than BALFX: FRIAX (5.41) vs BALFX (1.75). 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). FRIAX (10.96) and BALFX (10.77) have marching annual gain over last year. FRIAX (32.04) and BALFX (32.00) 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 | 8.184 | 5.362 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.3B | 363% |
| Annual Yield % from dividends | 1.75 | 5.41 | 32% |
| Returns for 1 year | 10.77 | 10.96 | 98% |
| Returns for 3 years | 37.85 | 30.55 | 124% |
| Returns for 5 years | 32.00 | 32.04 | 100% |
| Returns for 10 years | 81.19 | 84.58 | 96% |
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