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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Fidelity Balanced K6
Price$17.35
Change+$0.13 (+0.75%)
VolumeN/A
Net Assets2.1B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Sep 07, 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: 258B 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 : 12.88 vs. BALCX (9.12). FBKFX return over 5 years is better than : 55.78 vs. BALCX (35.50).
| 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 | 10.835 | 9.782 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.1B | 12,292% |
| Annual Yield % from dividends | 1.16 | 1.84 | 63% |
| Returns for 1 year | 9.12 | 12.88 | 71% |
| Returns for 3 years | 37.20 | 48.69 | 76% |
| Returns for 5 years | 35.50 | 55.78 | 64% |
| Returns for 10 years | 67.85 | N/A | - |
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