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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Fidelity Advisor Asset Manager 60% Z
Price$15.34
Change+$0.18 (+1.19%)
VolumeN/A
Net Assets4.21B
BALCX vs FIQAX Comparison Chart
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BALCX vs. FIQAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 227B vs. FIQAX (4.21B). FIQAX pays higher dividends than BALCX: FIQAX (2.21) vs BALCX (1.28). BALCX was incepted earlier than FIQAX: BALCX (24 years) vs FIQAX (7 years). BALCX (1.32) is less costly to investors than FIQAX (0.57). 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 : 3.90 vs. BALCX (3.38). FIQAX return over 5 years is better than : 39.62 vs. BALCX (31.61).
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | 1.32 | 0.57 | 232% |
| Annual Report Gross Expense Ratio | 1.32 | 0.57 | 232% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -1.749 | -2.004 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 4.21B | 5,397% |
| Annual Yield % from dividends | 1.28 | 2.21 | 58% |
| Returns for 1 year | 3.38 | 3.90 | 87% |
| Returns for 3 years | 12.46 | 10.67 | 117% |
| Returns for 5 years | 31.61 | 39.62 | 80% |
| Returns for 10 years | 41.14 | N/A | - |
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