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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced K6
Price$17.53
Change-$0.17 (-0.96%)
VolumeN/A
Net Assets2.17B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Dec 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 StrongBuy and FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FBKFX (2.18B). FBKFX pays higher dividends than BALCX: FBKFX (1.81) vs BALCX (1.08). 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). BALCX annual gain was more profitable for investors over the last year : 9.79 vs. FBKFX (8.14). FBKFX return over 5 years is better than : 49.73 vs. BALCX (36.51).
| 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 | 17.432 | 12.501 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.18B | 12,368% |
| Annual Yield % from dividends | 1.08 | 1.81 | 60% |
| Returns for 1 year | 9.79 | 8.14 | 120% |
| Returns for 3 years | 40.91 | 53.57 | 76% |
| Returns for 5 years | 36.51 | 49.73 | 73% |
| Returns for 10 years | 72.83 | N/A | - |
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