Interact to see
Advertisement
Advertisement
BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$38.32
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Fidelity Balanced K6
Price$17.63
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.1B
BALCX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FBKFX commentary
Sep 17, 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FBKFX (2.1B). FBKFX pays higher dividends than BALCX: FBKFX (1.84) vs BALCX (1.16). 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 : 12.61 vs. BALCX (8.90). FBKFX return over 5 years is better than : 59.58 vs. BALCX (38.50).
| 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 | 12.837 | 11.616 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.1B | 12,530% |
| Annual Yield % from dividends | 1.16 | 1.84 | 63% |
| Returns for 1 year | 8.90 | 12.61 | 71% |
| Returns for 3 years | 40.59 | 52.28 | 78% |
| Returns for 5 years | 38.50 | 59.58 | 65% |
| Returns for 10 years | 71.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement