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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% Z
Price$17.77
Change-$0.20 (-1.11%)
VolumeN/A
Net Assets4.81B
BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX commentary
Nov 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 Buy and FIQAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FIQAX (4.81B). FIQAX pays higher dividends than BALCX: FIQAX (1.91) vs BALCX (1.10). BALCX was incepted earlier than FIQAX: BALCX (25 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 : 13.22 vs. BALCX (7.94). FIQAX (36.92) and BALCX (35.35) have equivalent 5 years return.
| BALCX | FIQAX | BALCX / FIQAX | |
| Total Expense Ratio | 1.31 | 0.57 | 230% |
| Annual Report Gross Expense Ratio | 1.31 | 0.57 | 230% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 14.101 | 16.160 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.10 | 1.91 | 58% |
| Returns for 1 year | 7.94 | 13.22 | 60% |
| Returns for 3 years | 39.68 | 41.03 | 97% |
| Returns for 5 years | 35.35 | 36.92 | 96% |
| Returns for 10 years | 66.50 | N/A | - |
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