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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$30.01
Change-$0.67 (-2.18%)
VolumeN/A
CapitalizationN/A
BALCX vs FBALX Comparison Chart
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BALCX vs. FBALX commentary
Dec 19, 2024
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 StrongBuy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. FBALX (56.4B). 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 : 15.75 vs. BALCX (11.89). FBALX return over 5 years is better than : 34.27 vs. BALCX (28.93).
| 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 | 10.937 | 15.469 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 56.4B | 427% |
| Annual Yield % from dividends | 1.59 | 1.56 | 101% |
| Returns for 1 year | 11.89 | 15.75 | 76% |
| Returns for 3 years | 10.17 | 8.16 | 125% |
| Returns for 5 years | 28.93 | 34.27 | 84% |
| Returns for 10 years | 40.96 | 48.61 | 84% |
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