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BALFX vs FRIAX
BALFX vs FRIAX Comparison
Open Charts BALFX vs FRIAX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Franklin Income Adv
Price$2.45
Change+$0.01 (+0.41%)
VolumeN/A
Net Assets76.16B
BALFX vs FRIAX Comparison Chart in %
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BALFX vs. FRIAX commentary
Oct 21, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. FRIAX (76.2B). FRIAX pays higher dividends than BALFX: FRIAX (5.49) vs BALFX (1.72). BALFX was incepted earlier than FRIAX: BALFX (25 years) vs FRIAX (29 years). BALFX (0.61) is less costly to investors than FRIAX (0.47). FRIAX is a more actively managed with annual turnover of: 49.72 vs. BALFX (44.00). 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 : 8.67 vs. FRIAX (7.13). FRIAX return over 5 years is better than : 50.56 vs. BALFX (41.92).
| BALFX | FRIAX | BALFX / FRIAX | |
| Total Expense Ratio | 0.61 | 0.46 | 133% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 14.603 | 9.764 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 76.2B | 349% |
| Annual Yield % from dividends | 1.72 | 5.49 | 31% |
| Returns for 1 year | 8.67 | 7.13 | 122% |
| Returns for 3 years | 50.44 | 34.75 | 145% |
| Returns for 5 years | 41.92 | 50.56 | 83% |
| Returns for 10 years | 75.26 | 77.36 | 97% |
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