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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Balanced K6
Price$17.79
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets2.15B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Oct 08, 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FBKFX (2.15B). FBKFX pays higher dividends than BALCX: FBKFX (1.79) vs BALCX (1.12). BALCX was incepted earlier than FBKFX: BALCX (25 years) vs FBKFX (6 years). BALCX (1.31) is less costly to investors than FBKFX (0.32). BALCX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than BALCX: FBKFX (0) vs BALCX (250). FBKFX annual gain was more profitable for investors over the last year : 13.68 vs. BALCX (9.16). FBKFX return over 5 years is better than : 57.61 vs. BALCX (38.15).
| BALCX | FBKFX | BALCX / FBKFX | |
| Total Expense Ratio | 1.31 | 0.32 | 409% |
| Annual Report Gross Expense Ratio | 1.31 | 0.32 | 409% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 13.806 | 12.819 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.15B | 12,361% |
| Annual Yield % from dividends | 1.12 | 1.79 | 63% |
| Returns for 1 year | 9.16 | 13.68 | 67% |
| Returns for 3 years | 48.04 | 61.28 | 78% |
| Returns for 5 years | 38.15 | 57.61 | 66% |
| Returns for 10 years | 68.87 | N/A | - |
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