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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% Z
Price$16.74
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX commentary
Jul 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 FIQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FIQAX (4.44B). FIQAX pays higher dividends than BALCX: FIQAX (2.05) vs BALCX (1.19). BALCX was incepted earlier than FIQAX: BALCX (24 years) vs FIQAX (7 years). BALCX (1.31) is less costly to investors than FIQAX (0.57). BALCX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). FIQAX has a lower initial minimum investment than BALCX: FIQAX (0) vs BALCX (250). FIQAX annual gain was more profitable for investors over the last year : 9.59 vs. BALCX (7.03). FIQAX return over 5 years is better than : 40.35 vs. BALCX (37.14).
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | 1.31 | 0.57 | 230% |
| Annual Report Gross Expense Ratio | 1.31 | 0.57 | 230% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 7.684 | 8.209 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.19 | 2.05 | 58% |
| Returns for 1 year | 7.03 | 9.59 | 73% |
| Returns for 3 years | 32.51 | 32.15 | 101% |
| Returns for 5 years | 37.14 | 40.35 | 92% |
| Returns for 10 years | 58.16 | N/A | - |
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