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BALCX vs FBKFX
BALCX vs FBKFX Comparison
Open Charts BALCX vs FBKFX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Balanced K6
Price$17.17
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.15B
BALCX vs FBKFX Comparison Chart in %
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BALCX vs. FBKFX commentary
Oct 19, 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: 265B vs. FBKFX (2.15B). FBKFX pays higher dividends than BALCX: FBKFX (1.79) vs BALCX (1.12). 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 (8.09) and BALCX (7.88) have marching annual gain over last year. FBKFX return over 5 years is better than : 51.99 vs. BALCX (37.80).
| 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 | 13.983 | 8.939 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.15B | 12,314% |
| Annual Yield % from dividends | 1.12 | 1.79 | 63% |
| Returns for 1 year | 7.88 | 8.09 | 98% |
| Returns for 3 years | 47.51 | 57.34 | 83% |
| Returns for 5 years | 37.80 | 51.99 | 73% |
| Returns for 10 years | 67.75 | N/A | - |
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