Interact to see
Advertisement
Advertisement
BALCX vs FBAKX
BALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced K
Price$31.16
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets57.46B
BALCX vs FBAKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FBAKX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B 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). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. FBAKX (6.38). BALCX return over 5 years is better than : 37.14 vs. FBAKX (33.69).
| BALCX | FBAKX | BALCX / FBAKX | |
| Total Expense Ratio | 1.31 | 0.39 | 336% |
| Annual Report Gross Expense Ratio | 1.31 | 0.39 | 336% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 7.684 | 5.906 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 57.5B | 438% |
| Annual Yield % from dividends | 1.19 | 1.74 | 68% |
| Returns for 1 year | 7.03 | 6.38 | 110% |
| Returns for 3 years | 32.51 | 31.23 | 104% |
| Returns for 5 years | 37.14 | 33.69 | 110% |
| Returns for 10 years | 58.16 | 51.38 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement