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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
Jun 20, 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: 288B vs. FRIAX (79.2B). FRIAX pays higher dividends than BALFX: FRIAX (5.33) vs BALFX (1.75). BALFX was incepted earlier than FRIAX: BALFX (25 years) vs FRIAX (29 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 : 16.91 vs. FRIAX (12.85). BALFX return over 5 years is better than : 37.62 vs. FRIAX (33.55).
| 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 | 29 years | - |
| Gain YTD | 9.715 | 4.877 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 79.2B | 364% |
| Annual Yield % from dividends | 1.75 | 5.33 | 33% |
| Returns for 1 year | 16.91 | 12.85 | 132% |
| Returns for 3 years | 37.45 | 16.61 | 225% |
| Returns for 5 years | 37.62 | 33.55 | 112% |
| Returns for 10 years | 87.82 | 88.18 | 100% |
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