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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced K6
Price$17.65
Change-$0.18 (-1.01%)
VolumeN/A
Net Assets2.26B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Feb 05, 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FBKFX (2.26B). FBKFX pays higher dividends than BALCX: FBKFX (1.83) vs BALCX (1.25). BALCX was incepted earlier than FBKFX: BALCX (25 years) vs FBKFX (7 years). BALCX (1.31) is less costly to investors than FBKFX (0.32). FBKFX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). 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 : 11.73 vs. BALCX (10.51). FBKFX return over 5 years is better than : 42.50 vs. BALCX (31.49).
| 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 | 7 years | - |
| Gain YTD | 2.396 | 2.191 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.26B | 11,952% |
| Annual Yield % from dividends | 1.25 | 1.83 | 68% |
| Returns for 1 year | 10.51 | 11.73 | 90% |
| Returns for 3 years | 33.72 | 48.19 | 70% |
| Returns for 5 years | 31.49 | 42.50 | 74% |
| Returns for 10 years | 79.52 | N/A | - |
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