BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
FBALX
Price
$31.39
Change
+$0.10 (+0.32%)
Updated
Jul 25 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$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced
Price$31.39
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Jul 27, 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: 254B 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). FBALX (9.65) and BALCX (9.43) have marching annual gain over last year. BALCX return over 5 years is better than : 35.43 vs. FBALX (31.22).
BALCXFBALXBALCX / FBALX
Total Expense Ratio1.310.47279%
Annual Report Gross Expense Ratio1.310.47279%
Fund Existence24 years39 years-
Gain YTD8.5977.178120%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B57.5B442%
Annual Yield % from dividends1.191.6971%
Returns for 1 year9.439.6598%
Returns for 3 years32.2030.07107%
Returns for 5 years35.4331.22113%
Returns for 10 years58.2151.52113%
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