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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% Z
Price$17.36
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.09B
BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FIQAX (5.09B). FIQAX pays higher dividends than BALCX: FIQAX (2.13) vs BALCX (1.28). 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 : 15.48 vs. BALCX (13.38). BALCX return over 5 years is better than : 32.47 vs. FIQAX (28.47).
| 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 | 2.315 | 1.995 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.09B | 5,308% |
| Annual Yield % from dividends | 1.28 | 2.13 | 60% |
| Returns for 1 year | 13.38 | 15.48 | 86% |
| Returns for 3 years | 34.71 | 36.44 | 95% |
| Returns for 5 years | 32.47 | 28.47 | 114% |
| Returns for 10 years | 80.41 | N/A | - |
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