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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced
Price$32.36
Change-$0.31 (-0.95%)
VolumeN/A
Net Assets61.46B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Dec 14, 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 StrongBuy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FBALX (61.5B). FBALX pays higher dividends than BALCX: FBALX (1.67) vs BALCX (1.08). BALCX was incepted earlier than FBALX: BALCX (25 years) vs FBALX (39 years). BALCX (1.31) is less costly to investors than FBALX (0.46). BALCX is a more actively managed with annual turnover of: 44.00 vs. FBALX (41.00). 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 : 9.79 vs. FBALX (7.49). BALCX return over 5 years is better than : 36.51 vs. FBALX (27.47).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.31 | 0.46 | 285% |
| Annual Report Gross Expense Ratio | 1.31 | 0.46 | 285% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 17.432 | 12.003 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.5B | 437% |
| Annual Yield % from dividends | 1.08 | 1.67 | 65% |
| Returns for 1 year | 9.79 | 7.49 | 131% |
| Returns for 3 years | 40.91 | 45.32 | 90% |
| Returns for 5 years | 36.51 | 27.47 | 133% |
| Returns for 10 years | 72.83 | 73.73 | 99% |
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