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BALCX vs FBAKX
BALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Balanced K
Price$30.03
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
BALCX vs FBAKX Comparison Chart
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BALCX vs. FBAKX commentary
Jun 16, 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: 244B vs. FBAKX (55.5B). FBAKX pays higher dividends than BALCX: FBAKX (1.81) vs BALCX (1.24). 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 : 4.49 vs. FBAKX (3.67). BALCX return over 5 years is better than : 34.15 vs. FBAKX (32.26).
| 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 | 4.121 | 2.065 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 55.5B | 440% |
| Annual Yield % from dividends | 1.24 | 1.81 | 69% |
| Returns for 1 year | 4.49 | 3.67 | 122% |
| Returns for 3 years | 30.13 | 29.75 | 101% |
| Returns for 5 years | 34.15 | 32.26 | 106% |
| Returns for 10 years | 51.38 | 43.95 | 117% |
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