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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Balanced
Price$31.77
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets58.11B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Aug 17, 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: 256B vs. FBALX (58.1B). FBALX pays higher dividends than BALCX: FBALX (1.70) vs BALCX (1.18). 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). FBALX annual gain was more profitable for investors over the last year : 8.05 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. FBALX (28.37).
| BALCX | FBALX | BALCX / FBALX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.47 | 279% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 9.274 | 8.475 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.1B | 441% |
| Annual Yield % from dividends | 1.18 | 1.70 | 70% |
| Returns for 1 year | 7.16 | 8.05 | 89% |
| Returns for 3 years | 27.12 | 23.13 | 117% |
| Returns for 5 years | 33.87 | 28.37 | 119% |
| Returns for 10 years | 59.19 | 53.09 | 112% |
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