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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$36.55
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
Fidelity Balanced
Price$31.08
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets57.46B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Jul 20, 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 BALCX is a Hold and FBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FBALX (57.5B). FBALX pays higher dividends than BALCX: FBALX (1.69) vs BALCX (1.19). BALCX was incepted earlier than FBALX: BALCX (24 years) vs FBALX (39 years). BALCX (1.31) is less costly to investors than FBALX (0.47). BALCX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than BALCX: FBALX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 6.23 vs. FBALX (5.88). BALCX return over 5 years is better than : 34.75 vs. FBALX (29.84).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 7.714 | 6.051 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 57.5B | 438% |
| Annual Yield % from dividends | 1.19 | 1.69 | 71% |
| Returns for 1 year | 6.23 | 5.88 | 106% |
| Returns for 3 years | 33.48 | 30.97 | 108% |
| Returns for 5 years | 34.75 | 29.84 | 116% |
| Returns for 10 years | 55.47 | 47.89 | 116% |
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