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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$39.09
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets268.39B
Fidelity Advisor Asset Manager 60% Z
Price$17.86
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets4.68B
BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX commentary
Oct 26, 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 FIQAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. FIQAX (4.68B). FIQAX pays higher dividends than BALCX: FIQAX (1.94) vs BALCX (1.12). BALCX was incepted earlier than FIQAX: BALCX (25 years) vs FIQAX (7 years). BALCX (1.31) is less costly to investors than FIQAX (0.57). BALCX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). FIQAX has a lower initial minimum investment than BALCX: FIQAX (0) vs BALCX (250). FIQAX annual gain was more profitable for investors over the last year : 13.22 vs. BALCX (10.15). BALCX (40.01) and FIQAX (39.88) have equivalent 5 years return.
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | 1.31 | 0.57 | 230% |
| Annual Report Gross Expense Ratio | 1.31 | 0.57 | 230% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 15.221 | 15.449 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 4.68B | 5,724% |
| Annual Yield % from dividends | 1.12 | 1.94 | 58% |
| Returns for 1 year | 10.15 | 13.22 | 77% |
| Returns for 3 years | 45.89 | 45.08 | 102% |
| Returns for 5 years | 40.01 | 39.88 | 100% |
| Returns for 10 years | 67.11 | N/A | - |
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