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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced K6
Price$17.38
Change-$0.21 (-1.19%)
VolumeN/A
Net Assets2.2B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FBKFX (2.2B). FBKFX pays higher dividends than BALCX: FBKFX (1.82) vs BALCX (1.10). 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 : 9.43 vs. BALCX (7.94). FBKFX return over 5 years is better than : 52.21 vs. BALCX (35.35).
| 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 | 14.101 | 11.865 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.2B | 12,238% |
| Annual Yield % from dividends | 1.10 | 1.82 | 60% |
| Returns for 1 year | 7.94 | 9.43 | 84% |
| Returns for 3 years | 39.68 | 54.47 | 73% |
| Returns for 5 years | 35.35 | 52.21 | 68% |
| Returns for 10 years | 66.50 | N/A | - |
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