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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$38.33
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.06B
Fidelity Balanced
Price$32.62
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets58.76B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Sep 16, 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: 263B vs. FBALX (58.8B). FBALX pays higher dividends than BALCX: FBALX (1.67) vs BALCX (1.16). 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 (24.00). FBALX has a lower initial minimum investment than BALCX: FBALX (0) vs BALCX (250). BALCX (9.16) and FBALX (8.93) have marching annual gain over last year. BALCX return over 5 years is better than : 37.96 vs. FBALX (29.83).
| 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 | 12.867 | 10.899 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 58.8B | 447% |
| Annual Yield % from dividends | 1.16 | 1.67 | 70% |
| Returns for 1 year | 9.16 | 8.93 | 102% |
| Returns for 3 years | 40.62 | 37.34 | 109% |
| Returns for 5 years | 37.96 | 29.83 | 127% |
| Returns for 10 years | 71.72 | 63.90 | 112% |
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