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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Fidelity Balanced
Price$29.97
Change+$0.20 (+0.67%)
VolumeN/A
Net Assets56.88B
BALCX vs FBALX Comparison Chart
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BALCX vs. FBALX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. FBALX (56.9B). BALCX (1.59) and FBALX (1.56) have matching dividends . BALCX was incepted earlier than FBALX: BALCX (24 years) vs FBALX (38 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FBALX (29.00). FBALX has a lower initial minimum investment than BALCX: FBALX (0) vs BALCX (250). FBALX annual gain was more profitable for investors over the last year : 13.52 vs. BALCX (11.44). FBALX return over 5 years is better than : 27.49 vs. BALCX (25.92).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 1.938 | 1.387 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 56.9B | 422% |
| Annual Yield % from dividends | 1.59 | 1.56 | 101% |
| Returns for 1 year | 11.44 | 13.52 | 85% |
| Returns for 3 years | 10.59 | 7.55 | 140% |
| Returns for 5 years | 25.92 | 27.49 | 94% |
| Returns for 10 years | 49.96 | 47.84 | 104% |
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