BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
FBAKX
Price
$31.16
Change
+$0.15 (+0.48%)
Updated
Jul 3 closing price
Net Assets
57.46B
Interact to see
Advertisement

BALCX vs FBAKX

Header iconBALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKXBanner chart's image
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
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.

Interact to see
Advertisement
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).
BALCXFBAKXBALCX / FBAKX
Total Expense Ratio1.310.39336%
Annual Report Gross Expense Ratio1.310.39336%
Fund Existence24 years17 years-
Gain YTD7.6845.906130%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B57.5B438%
Annual Yield % from dividends1.191.7468%
Returns for 1 year7.036.38110%
Returns for 3 years32.5131.23104%
Returns for 5 years37.1433.69110%
Returns for 10 years58.1651.38113%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PROK0.640.06
+10.11%
ProKidney Corp
HROW31.751.18
+3.86%
Harrow
XRTX0.900.01
+0.87%
XORTX Therapeutics
PAG182.560.07
+0.04%
Penske Automotive Group
THS20.90-0.14
-0.67%
Treehouse Foods