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BALCX vs FBALX
BALCX vs FBALX Comparison
Open Charts BALCX vs FBALX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced
Price$32.09
Change-$0.39 (-1.20%)
VolumeN/A
Net Assets61.25B
BALCX vs FBALX Comparison Chart in %
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BALCX vs. FBALX commentary
Nov 14, 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: 269B vs. FBALX (61.3B). FBALX pays higher dividends than BALCX: FBALX (1.68) vs BALCX (1.10). 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 annual gain was more profitable for investors over the last year : 8.87 vs. BALCX (7.94). BALCX return over 5 years is better than : 35.35 vs. FBALX (29.01).
| 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 | 14.101 | 11.420 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.3B | 439% |
| Annual Yield % from dividends | 1.10 | 1.68 | 66% |
| Returns for 1 year | 7.94 | 8.87 | 90% |
| Returns for 3 years | 39.68 | 46.29 | 86% |
| Returns for 5 years | 35.35 | 29.01 | 122% |
| Returns for 10 years | 66.50 | 70.40 | 94% |
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