BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
FBALX
Price
$31.15
Change
+$0.14 (+0.45%)
Updated
Jul 3 closing price
Net Assets
57.46B
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BALCX vs FBALX

Header iconBALCX vs FBALX Comparison
Open Charts BALCX vs FBALXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced
Price$31.15
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets57.46B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX 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 FBALX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FBALX (57.5B). FBALX pays higher dividends than BALCX: FBALX (1.69) vs BALCX (1.19). BALCX was incepted earlier than FBALX: BALCX (24 years) vs FBALX (39 years). BALCX (1.31) is less costly to investors than FBALX (0.47). BALCX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than BALCX: FBALX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. FBALX (6.32). BALCX return over 5 years is better than : 37.14 vs. FBALX (33.17).
BALCXFBALXBALCX / FBALX
Total Expense Ratio1.310.47279%
Annual Report Gross Expense Ratio1.310.47279%
Fund Existence24 years39 years-
Gain YTD7.6845.857131%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B57.5B438%
Annual Yield % from dividends1.191.6971%
Returns for 1 year7.036.32111%
Returns for 3 years32.5130.94105%
Returns for 5 years37.1433.17112%
Returns for 10 years58.1650.10116%
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