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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$38.29
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
Fidelity Advisor Asset Manager 60% Z
Price$17.58
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets4.55B
BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX commentary
Oct 01, 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 Hold and FIQAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FIQAX (4.55B). FIQAX pays higher dividends than BALCX: FIQAX (2.00) vs BALCX (1.16). 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 : 9.32 vs. BALCX (7.34). FIQAX (40.03) and BALCX (38.89) 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 | 12.568 | 12.928 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.55B | 5,785% |
| Annual Yield % from dividends | 1.16 | 2.00 | 58% |
| Returns for 1 year | 7.34 | 9.32 | 79% |
| Returns for 3 years | 48.69 | 46.25 | 105% |
| Returns for 5 years | 38.89 | 40.03 | 97% |
| Returns for 10 years | 70.62 | N/A | - |
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