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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% Z
Price$16.25
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
BALCX vs FIQAX Comparison Chart
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BALCX vs. FIQAX commentary
Nov 23, 2024
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 StrongBuy and FIQAX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. FIQAX (4.21B). FIQAX pays higher dividends than BALCX: FIQAX (1.92) vs BALCX (1.59). BALCX was incepted earlier than FIQAX: BALCX (24 years) vs FIQAX (6 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FIQAX (21.00). FIQAX has a lower initial minimum investment than BALCX: FIQAX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 20.28 vs. FIQAX (16.86). BALCX (32.82) and FIQAX (32.76) have equivalent 5 years return.
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 14.555 | 10.959 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.21B | 5,657% |
| Annual Yield % from dividends | 1.59 | 1.92 | 83% |
| Returns for 1 year | 20.28 | 16.86 | 120% |
| Returns for 3 years | 10.57 | 3.84 | 275% |
| Returns for 5 years | 32.82 | 32.76 | 100% |
| Returns for 10 years | 45.39 | N/A | - |
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