BALCX
Price
$39.09
Change
+$0.26 (+0.67%)
Updated
Oct 24 closing price
Net Assets
268.39B
FIQAX
Price
$17.86
Change
+$0.10 (+0.56%)
Updated
Oct 24 closing price
Net Assets
4.68B
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BALCX vs FIQAX

Header iconBALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAXBanner chart's image
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.

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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.
BALCXFIQAXBALCX / FIQAX
Total Expense Ratio1.310.57230%
Annual Report Gross Expense Ratio1.310.57230%
Fund Existence25 years7 years-
Gain YTD15.22115.44999%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets268B4.68B5,724%
Annual Yield % from dividends1.121.9458%
Returns for 1 year10.1513.2277%
Returns for 3 years45.8945.08102%
Returns for 5 years40.0139.88100%
Returns for 10 years67.11N/A-
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