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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 60% Z
Price$15.91
Change-$0.13 (-0.81%)
VolumeN/A
Net Assets4.39B
BALCX vs FIQAX Comparison Chart
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BALCX vs. FIQAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FIQAX (4.39B). 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 annual gain was more profitable for investors over the last year : 8.90 vs. BALCX (8.38). FIQAX return over 5 years is better than : 30.59 vs. BALCX (26.14).
| 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 | 2.790 | 2.844 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.39B | 5,510% |
| Annual Yield % from dividends | 1.59 | 1.92 | 83% |
| Returns for 1 year | 8.38 | 8.90 | 94% |
| Returns for 3 years | 15.69 | 12.45 | 126% |
| Returns for 5 years | 26.14 | 30.59 | 85% |
| Returns for 10 years | 46.66 | N/A | - |
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