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FBAFX vs FRIAX
FBAFX vs FRIAX Comparison
Open Charts FBAFX vs FRIAX
American Funds American Balanced 529-F-2
Price$38.72
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets262.74B
Franklin Income Adv
Price$2.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets75.82B
FBAFX vs FRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. FRIAX (75.8B). FRIAX pays higher dividends than FBAFX: FRIAX (5.49) vs FBAFX (1.94). FBAFX was incepted earlier than FRIAX: FBAFX (5 years) vs FRIAX (29 years). FRIAX (0.47) is less costly to investors than FBAFX (0.34). FRIAX is a more actively managed with annual turnover of: 49.72 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than FRIAX: FBAFX (250) vs FRIAX (100000). FBAFX annual gain was more profitable for investors over the last year : 9.11 vs. FRIAX (7.58). FRIAX (42.72) and FBAFX (41.63) have equivalent 5 years return.
| FBAFX | FRIAX | FBAFX / FRIAX | |
| Total Expense Ratio | 0.34 | 0.46 | 74% |
| Annual Report Gross Expense Ratio | 0.34 | 0.47 | 72% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 14.001 | 9.368 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 75.8B | 347% |
| Annual Yield % from dividends | 1.94 | 5.49 | 35% |
| Returns for 1 year | 9.11 | 7.58 | 120% |
| Returns for 3 years | 42.46 | 27.86 | 152% |
| Returns for 5 years | 41.63 | 42.72 | 97% |
| Returns for 10 years | N/A | 79.46 | - |
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