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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.69
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Feb 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FBALX (62.1B). FBALX pays higher dividends than BALCX: FBALX (1.71) vs BALCX (1.25). 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). FBALX annual gain was more profitable for investors over the last year : 11.65 vs. BALCX (10.51). BALCX return over 5 years is better than : 31.49 vs. FBALX (21.63).
| 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 | 2.396 | 2.148 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 62.1B | 435% |
| Annual Yield % from dividends | 1.25 | 1.71 | 73% |
| Returns for 1 year | 10.51 | 11.65 | 90% |
| Returns for 3 years | 33.72 | 40.83 | 83% |
| Returns for 5 years | 31.49 | 21.63 | 146% |
| Returns for 10 years | 79.52 | 86.45 | 92% |
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