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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% Z
Price$17.52
Change-$0.16 (-0.90%)
VolumeN/A
Net Assets5.24B
BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX commentary
Feb 05, 2026
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 Hold and FIQAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FIQAX (5.24B). FIQAX pays higher dividends than BALCX: FIQAX (2.08) vs BALCX (1.25). BALCX was incepted earlier than FIQAX: BALCX (25 years) vs FIQAX (7 years). BALCX (1.31) is less costly to investors than FIQAX (0.58). BALCX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (29.00). 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 : 13.87 vs. BALCX (10.51). BALCX return over 5 years is better than : 31.49 vs. FIQAX (27.76).
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | 1.31 | 0.55 | 238% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 2.396 | 2.993 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 1.25 | 2.08 | 60% |
| Returns for 1 year | 10.51 | 13.87 | 76% |
| Returns for 3 years | 33.72 | 35.28 | 96% |
| Returns for 5 years | 31.49 | 27.76 | 113% |
| Returns for 10 years | 79.52 | N/A | - |
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