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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Balanced K6
Price$17.16
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets2.04B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Aug 18, 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. FBKFX (2.04B). FBKFX pays higher dividends than BALCX: FBKFX (1.88) vs BALCX (1.18). BALCX was incepted earlier than FBKFX: BALCX (24 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 : 11.36 vs. BALCX (7.16). FBKFX return over 5 years is better than : 55.89 vs. BALCX (33.87).
| BALCX | FBKFX | BALCX / FBKFX | |
| Total Expense Ratio | 1.31 | 0.32 | 409% |
| Annual Report Gross Expense Ratio | 1.31 | 0.32 | 409% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.274 | 8.579 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.04B | 12,561% |
| Annual Yield % from dividends | 1.18 | 1.88 | 63% |
| Returns for 1 year | 7.16 | 11.36 | 63% |
| Returns for 3 years | 27.12 | 35.95 | 75% |
| Returns for 5 years | 33.87 | 55.89 | 61% |
| Returns for 10 years | 59.19 | N/A | - |
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