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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
BALFX vs FRIAX Comparison Chart in %
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BALFX vs. FRIAX commentary
Sep 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. FRIAX (80.1B). FRIAX pays higher dividends than BALFX: FRIAX (5.36) vs BALFX (1.76). BALFX was incepted earlier than FRIAX: BALFX (26 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 annual gain was more profitable for investors over the last year : 10.44 vs. BALFX (8.55). FRIAX return over 5 years is better than : 34.35 vs. BALFX (32.05).
| BALFX | FRIAX | BALFX / FRIAX | |
| Total Expense Ratio | 0.61 | 0.46 | 133% |
| Annual Report Gross Expense Ratio | 0.61 | 0.46 | 133% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 9.017 | 7.173 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 80.1B | 356% |
| Annual Yield % from dividends | 1.76 | 5.36 | 33% |
| Returns for 1 year | 8.55 | 10.44 | 82% |
| Returns for 3 years | 42.15 | 35.67 | 118% |
| Returns for 5 years | 32.05 | 34.35 | 93% |
| Returns for 10 years | 84.36 | 86.40 | 98% |
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