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BALCX vs FBAFX
BALCX vs FBAFX Comparison
Open Charts BALCX vs FBAFX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
American Funds American Balanced 529-F-2
Price$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
BALCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX (269B) and FBAFX (269B) have equal amount of cash in the bank . FBAFX pays higher dividends than BALCX: FBAFX (1.90) vs BALCX (1.08). BALCX was incepted earlier than FBAFX: BALCX (25 years) vs FBAFX (5 years). BALCX (1.31) is less costly to investors than FBAFX (0.34). BALCX (44.00) and FBAFX (44.00) have comparable annual turnover. BALCX (250) and FBAFX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 9.38 vs. BALCX (8.54). FBAFX return over 5 years is better than : 38.07 vs. BALCX (30.78).
| BALCX | FBAFX | BALCX / FBAFX | |
| Total Expense Ratio | 1.31 | 0.34 | 385% |
| Annual Report Gross Expense Ratio | 1.31 | 0.34 | 385% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 10.004 | 10.851 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 269B | 100% |
| Annual Yield % from dividends | 1.08 | 1.90 | 57% |
| Returns for 1 year | 8.54 | 9.38 | 91% |
| Returns for 3 years | 34.84 | 38.63 | 90% |
| Returns for 5 years | 30.78 | 38.07 | 81% |
| Returns for 10 years | 66.04 | N/A | - |
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