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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Fidelity Balanced
Price$30.06
Change-$0.34 (-1.12%)
VolumeN/A
Net Assets57.8B
BALCX vs FBALX Comparison Chart
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BALCX vs. FBALX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FBALX (57.8B). 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 : 9.03 vs. BALCX (8.38). FBALX (26.47) and BALCX (26.14) 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 | 2.790 | 1.691 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 57.8B | 419% |
| Annual Yield % from dividends | 1.59 | 1.56 | 101% |
| Returns for 1 year | 8.38 | 9.03 | 93% |
| Returns for 3 years | 15.69 | 12.77 | 123% |
| Returns for 5 years | 26.14 | 26.47 | 99% |
| Returns for 10 years | 46.66 | 42.59 | 110% |
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