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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$34.59
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Fidelity Balanced
Price$29.38
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets53.54B
BALCX vs FBALX Comparison Chart
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BALCX vs. FBALX commentary
May 23, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. FBALX (53.5B). FBALX pays higher dividends than BALCX: FBALX (1.83) vs BALCX (1.29). 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). FBALX annual gain was more profitable for investors over the last year : 4.45 vs. BALCX (3.53). FBALX (34.42) and BALCX (33.77) have equivalent 5 years return.
| 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 | 1.633 | 1.065 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 53.5B | 449% |
| Annual Yield % from dividends | 1.29 | 1.83 | 71% |
| Returns for 1 year | 3.53 | 4.45 | 79% |
| Returns for 3 years | 21.31 | 22.80 | 93% |
| Returns for 5 years | 33.77 | 34.42 | 98% |
| Returns for 10 years | 46.05 | 40.30 | 114% |
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