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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$36.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% Z
Price$16.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs FIQAX Comparison Chart
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BALCX vs. FIQAX commentary
Nov 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B 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 : 24.56 vs. FIQAX (21.61). FIQAX (34.98) and BALCX (34.84) 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 | 15.725 | 12.123 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 4.21B | 5,729% |
| Annual Yield % from dividends | 1.59 | 1.92 | 83% |
| Returns for 1 year | 24.56 | 21.61 | 114% |
| Returns for 3 years | 10.97 | 3.86 | 284% |
| Returns for 5 years | 34.84 | 34.98 | 100% |
| Returns for 10 years | 48.35 | N/A | - |
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