Ad is loading...
BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$36.29
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$29.98
Change-$0.04 (-0.13%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BALCX vs FBALX Comparison Chart
Loading...
BALCX vs. FBALX commentary
Oct 18, 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: 239B vs. FBALX (48.6B). 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). BALCX annual gain was more profitable for investors over the last year : 24.36 vs. FBALX (22.51). BALCX (36.70) and FBALX (36.46) have equivalent 5 years return.
| 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 | 14.650 | 12.985 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 48.6B | 492% |
| Annual Yield % from dividends | 1.59 | 1.56 | 101% |
| Returns for 1 year | 24.36 | 22.51 | 108% |
| Returns for 3 years | 12.67 | 6.06 | 209% |
| Returns for 5 years | 36.70 | 36.46 | 101% |
| Returns for 10 years | 54.43 | 51.67 | 105% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FEM | 22.93 | 0.30 | +1.34% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| ADIV | 16.15 | 0.21 | +1.31% |
| SmartETFs Asia Pcfc Dvdnd Bldr ETF | |||
| ONOF | 34.84 | 0.19 | +0.54% |
| Global X Adaptive US Risk Management ETF | |||
| TDVI | 25.14 | 0.06 | +0.24% |
| FT Cboe Vest Tech Div Trgt Inc ETF | |||
| FTSL | 46.18 | -0.02 | -0.04% |
| First Trust Senior Loan ETF | |||