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BALCX vs FBAKX
BALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Balanced K
Price$31.77
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets58.11B
BALCX vs FBAKX Comparison Chart in %
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BALCX vs. FBAKX commentary
Aug 18, 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: 256B vs. FBAKX (58.1B). FBAKX pays higher dividends than BALCX: FBAKX (1.75) vs BALCX (1.18). 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 annual gain was more profitable for investors over the last year : 8.11 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. FBAKX (28.83).
| 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 | 9.274 | 8.508 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.1B | 441% |
| Annual Yield % from dividends | 1.18 | 1.75 | 67% |
| Returns for 1 year | 7.16 | 8.11 | 88% |
| Returns for 3 years | 27.12 | 23.34 | 116% |
| Returns for 5 years | 33.87 | 28.83 | 117% |
| Returns for 10 years | 59.19 | 54.30 | 109% |
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