Interact to see
Advertisement
Advertisement
BALCX vs FBAKX
BALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Balanced K
Price$32.10
Change+$0.23 (+0.72%)
VolumeN/A
Net Assets58.76B
BALCX vs FBAKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FBAKX commentary
Sep 08, 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: 259B vs. FBAKX (58.8B). FBAKX pays higher dividends than BALCX: FBAKX (1.72) vs BALCX (1.16). BALCX was incepted earlier than FBAKX: BALCX (25 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 (9.46) and BALCX (9.12) have marching annual gain over last year. BALCX return over 5 years is better than : 35.50 vs. FBAKX (28.58).
| BALCX | FBAKX | BALCX / FBAKX | |
| Total Expense Ratio | 1.31 | 0.39 | 336% |
| Annual Report Gross Expense Ratio | 1.31 | 0.39 | 336% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 10.835 | 9.601 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 58.8B | 440% |
| Annual Yield % from dividends | 1.16 | 1.72 | 67% |
| Returns for 1 year | 9.12 | 9.46 | 96% |
| Returns for 3 years | 37.20 | 34.94 | 106% |
| Returns for 5 years | 35.50 | 28.58 | 124% |
| Returns for 10 years | 67.85 | 62.63 | 108% |