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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$38.08
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets61.24B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Jan 15, 2026
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 Hold and FBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FBALX (61.2B). FBALX pays higher dividends than BALCX: FBALX (1.74) vs BALCX (1.28). 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 (13.79) and FBALX (13.28) have marching annual gain over last year. BALCX return over 5 years is better than : 32.10 vs. FBALX (22.49).
| 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 | 2.503 | 1.494 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 61.2B | 441% |
| Annual Yield % from dividends | 1.28 | 1.74 | 74% |
| Returns for 1 year | 13.79 | 13.28 | 104% |
| Returns for 3 years | 34.95 | 44.20 | 79% |
| Returns for 5 years | 32.10 | 22.49 | 143% |
| Returns for 10 years | 80.75 | 84.33 | 96% |
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