Interact to see
Advertisement
Advertisement
BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% Z
Price$17.90
Change-$0.15 (-0.83%)
VolumeN/A
Net Assets4.85B
BALCX vs FIQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FIQAX 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 FIQAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FIQAX (4.85B). FIQAX pays higher dividends than BALCX: FIQAX (1.91) vs BALCX (1.08). 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 (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 : 11.27 vs. BALCX (9.79). BALCX return over 5 years is better than : 36.51 vs. FIQAX (33.49).
| 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 | 17.432 | 16.484 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.08 | 1.91 | 57% |
| Returns for 1 year | 9.79 | 11.27 | 87% |
| Returns for 3 years | 40.91 | 38.97 | 105% |
| Returns for 5 years | 36.51 | 33.49 | 109% |
| Returns for 10 years | 72.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement