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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Fidelity Balanced K6
Price$17.62
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets2.1B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Sep 28, 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 Hold and FBKFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. FBKFX (2.1B). FBKFX pays higher dividends than BALCX: FBKFX (1.84) vs BALCX (1.16). BALCX was incepted earlier than FBKFX: BALCX (25 years) vs FBKFX (6 years). BALCX (1.31) is less costly to investors than FBKFX (0.32). BALCX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than BALCX: FBKFX (0) vs BALCX (250). FBKFX annual gain was more profitable for investors over the last year : 10.91 vs. BALCX (7.28). FBKFX return over 5 years is better than : 61.10 vs. BALCX (40.11).
| BALCX | FBKFX | BALCX / FBKFX | |
| Total Expense Ratio | 1.31 | 0.32 | 409% |
| Annual Report Gross Expense Ratio | 1.31 | 0.32 | 409% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 12.568 | 11.174 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 2.1B | 12,482% |
| Annual Yield % from dividends | 1.16 | 1.84 | 63% |
| Returns for 1 year | 7.28 | 10.91 | 67% |
| Returns for 3 years | 48.24 | 59.89 | 81% |
| Returns for 5 years | 40.11 | 61.10 | 66% |
| Returns for 10 years | 74.67 | N/A | - |
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