BALCX
Price
$33.54
Change
+$0.13 (+0.39%)
Updated
Apr 25 closing price
Net Assets
230.79B
FBALX
Price
$28.36
Change
+$0.19 (+0.67%)
Updated
Apr 25 closing price
Net Assets
54.3B
Ad is loading...

BALCX vs FBALX

Header iconBALCX vs FBALX Comparison
Open Charts BALCX vs FBALXBanner chart's image
American Funds American Balanced C
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Fidelity Balanced
Price$28.36
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets54.3B
BALCX vs FBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BALCX vs. FBALX commentary
Apr 28, 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 Buy and FBALX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 231B vs. FBALX (54.3B). FBALX pays higher dividends than BALCX: FBALX (1.79) vs BALCX (1.28). BALCX was incepted earlier than FBALX: BALCX (24 years) vs FBALX (39 years). BALCX (1.32) is less costly to investors than FBALX (0.47). BALCX is a more actively managed with annual turnover of: 171.00 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 : 4.10 vs. FBALX (3.90). FBALX return over 5 years is better than : 34.28 vs. BALCX (32.12).
BALCXFBALXBALCX / FBALX
Total Expense Ratio1.320.47281%
Annual Report Gross Expense Ratio1.320.47281%
Fund Existence24 years39 years-
Gain YTD-1.367-3.62438%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets231B54.3B425%
Annual Yield % from dividends1.281.7972%
Returns for 1 year4.103.90105%
Returns for 3 years14.4311.51125%
Returns for 5 years32.1234.2894%
Returns for 10 years41.5234.82119%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
FLUX.X0.3051880.014639
+5.04%
Flux cryptocurrency
AR.X7.2421760.181172
+2.57%
Arweave cryptocurrency
AFIF9.17N/A
N/A
Anfield Universal Fixed Income ETF
VFQY130.12-0.16
-0.13%
Vanguard US Quality Factor ETF
MEMX28.50-0.05
-0.17%
Matthews Emerging Markets Ex Chn Act ETF