Ad is loading...
BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$32.00
Change-$1.21 (-3.64%)
VolumeN/A
Net Assets220.57B
Fidelity Balanced
Price$26.98
Change-$1.15 (-4.09%)
VolumeN/A
Net Assets54.3B
BALCX vs FBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FBALX commentary
Apr 06, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 221B 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 (38 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 : -2.35 vs. FBALX (-3.04). FBALX return over 5 years is better than : 42.63 vs. BALCX (36.57).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.32 | 0.47 | 281% |
| Annual Report Gross Expense Ratio | 1.32 | 0.47 | 281% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | -5.895 | -8.314 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 54.3B | 407% |
| Annual Yield % from dividends | 1.28 | 1.79 | 72% |
| Returns for 1 year | -2.35 | -3.04 | 77% |
| Returns for 3 years | 4.39 | -0.98 | -448% |
| Returns for 5 years | 36.57 | 42.63 | 86% |
| Returns for 10 years | 36.76 | 29.30 | 125% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| RUNE.X | 1.113160 | -0.013762 | -1.22% |
| THORChain cryptocurrency | |||
| RIF.X | 0.036798 | -0.000533 | -1.43% |
| Rootstock Infrastructure Framework cryptocurrency | |||
| AUDIO.X | 0.067336 | -0.001445 | -2.10% |
| Audius cryptocurrency | |||
| SDEM | 24.47 | -1.30 | -5.05% |
| Global X MSCI SuperDividend® Em Mkts ETF | |||
| ALTL | 32.65 | -1.91 | -5.53% |
| Pacer Lunt Large Cap Alternator ETF | |||