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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Fidelity Advisor Asset Manager 60% Z
Price$16.19
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.3B
BALCX vs FIQAX Comparison Chart
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BALCX vs. FIQAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. FIQAX (4.3B). FIQAX pays higher dividends than BALCX: FIQAX (2.13) vs BALCX (1.24). BALCX was incepted earlier than FIQAX: BALCX (24 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 : 7.43 vs. BALCX (6.16). FIQAX return over 5 years is better than : 35.82 vs. BALCX (30.52).
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | 1.31 | 0.57 | 230% |
| Annual Report Gross Expense Ratio | 1.31 | 0.57 | 230% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.280 | 4.719 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.24 | 2.13 | 58% |
| Returns for 1 year | 6.16 | 7.43 | 83% |
| Returns for 3 years | 20.86 | 21.25 | 98% |
| Returns for 5 years | 30.52 | 35.82 | 85% |
| Returns for 10 years | 52.67 | N/A | - |
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