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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Balanced
Price$31.76
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Oct 19, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FBALX (60.3B). FBALX pays higher dividends than BALCX: FBALX (1.63) vs BALCX (1.12). BALCX was incepted earlier than FBALX: BALCX (25 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). FBALX (7.91) and BALCX (7.88) have marching annual gain over last year. BALCX return over 5 years is better than : 37.80 vs. FBALX (29.19).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 13.983 | 8.950 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 60.3B | 441% |
| Annual Yield % from dividends | 1.12 | 1.63 | 69% |
| Returns for 1 year | 7.88 | 7.91 | 100% |
| Returns for 3 years | 47.51 | 49.56 | 96% |
| Returns for 5 years | 37.80 | 29.19 | 129% |
| Returns for 10 years | 67.75 | 67.25 | 101% |
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