BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
FBAKX
Price
$31.40
Change
+$0.10 (+0.32%)
Updated
Jul 25 closing price
Net Assets
57.46B
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BALCX vs FBAKX

Header iconBALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced K
Price$31.40
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
BALCX vs FBAKX Comparison Chart in %
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BALCX vs. FBAKX commentary
Jul 27, 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 FBAKX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. FBAKX (57.5B). FBAKX pays higher dividends than BALCX: FBAKX (1.74) vs BALCX (1.19). BALCX was incepted earlier than FBAKX: BALCX (24 years) vs FBAKX (17 years). BALCX (1.31) is less costly to investors than FBAKX (0.39). BALCX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than BALCX: FBAKX (0) vs BALCX (250). FBAKX (9.71) and BALCX (9.43) have marching annual gain over last year. BALCX return over 5 years is better than : 35.43 vs. FBAKX (31.73).
BALCXFBAKXBALCX / FBAKX
Total Expense Ratio1.310.39336%
Annual Report Gross Expense Ratio1.310.39336%
Fund Existence24 years17 years-
Gain YTD8.5977.244119%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B57.5B442%
Annual Yield % from dividends1.191.7468%
Returns for 1 year9.439.7197%
Returns for 3 years32.2030.38106%
Returns for 5 years35.4331.73112%
Returns for 10 years58.2152.83110%
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