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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Fidelity Balanced
Price$31.75
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets61.25B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Nov 20, 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: 264B vs. FBALX (61.3B). FBALX pays higher dividends than BALCX: FBALX (1.68) vs BALCX (1.10). BALCX was incepted earlier than FBALX: BALCX (25 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 (41.00). FBALX has a lower initial minimum investment than BALCX: FBALX (0) vs BALCX (250). FBALX (8.20) and BALCX (8.00) have marching annual gain over last year. BALCX return over 5 years is better than : 33.87 vs. FBALX (26.26).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 13.040 | 9.533 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 61.3B | 431% |
| Annual Yield % from dividends | 1.10 | 1.68 | 66% |
| Returns for 1 year | 8.00 | 8.20 | 98% |
| Returns for 3 years | 37.81 | 43.57 | 87% |
| Returns for 5 years | 33.87 | 26.26 | 129% |
| Returns for 10 years | 63.16 | 65.50 | 96% |
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