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BALCX vs FBAKX
BALCX vs FBAKX Comparison
Open Charts BALCX vs FBAKX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced K
Price$31.40
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
BALCX vs FBAKX Comparison Chart in %
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BALCX vs. FBAKX commentary
Jul 27, 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: 254B 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). FBAKX (9.71) and BALCX (9.43) have marching annual gain over last year. BALCX return over 5 years is better than : 35.43 vs. FBAKX (31.73).
| 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 | 8.597 | 7.244 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 57.5B | 442% |
| Annual Yield % from dividends | 1.19 | 1.74 | 68% |
| Returns for 1 year | 9.43 | 9.71 | 97% |
| Returns for 3 years | 32.20 | 30.38 | 106% |
| Returns for 5 years | 35.43 | 31.73 | 112% |
| Returns for 10 years | 58.21 | 52.83 | 110% |
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