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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$35.19
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Fidelity Advisor Asset Manager 60% Z
Price$15.90
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets4.31B
BALCX vs FIQAX Comparison Chart
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BALCX vs. FIQAX commentary
Jan 24, 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: 243B vs. FIQAX (4.31B). 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). FIQAX (11.75) and BALCX (11.74) have marching annual gain over last year. FIQAX return over 5 years is better than : 31.79 vs. BALCX (28.15).
| 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 | 3.348 | 2.780 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.31B | 5,638% |
| Annual Yield % from dividends | 1.59 | 1.92 | 83% |
| Returns for 1 year | 11.74 | 11.75 | 100% |
| Returns for 3 years | 14.30 | 10.40 | 137% |
| Returns for 5 years | 28.15 | 31.79 | 89% |
| Returns for 10 years | 50.44 | N/A | - |
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