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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Fidelity Balanced
Price$30.02
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
BALCX vs FBALX Comparison Chart
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BALCX vs. FBALX commentary
Jun 15, 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: 247B vs. FBALX (55.5B). FBALX pays higher dividends than BALCX: FBALX (1.76) vs BALCX (1.24). BALCX was incepted earlier than FBALX: BALCX (24 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 (4.49) and FBALX (4.44) have marching annual gain over last year. BALCX (34.15) and FBALX (32.80) have equivalent 5 years return.
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 4.121 | 2.832 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 55.5B | 445% |
| Annual Yield % from dividends | 1.24 | 1.76 | 71% |
| Returns for 1 year | 4.49 | 4.44 | 101% |
| Returns for 3 years | 30.13 | 30.52 | 99% |
| Returns for 5 years | 34.15 | 32.80 | 104% |
| Returns for 10 years | 51.38 | 43.91 | 117% |
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