BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
FIQAX
Price
$16.74
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
4.44B
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BALCX vs FIQAX

Header iconBALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAXBanner chart's image
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.

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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).
BALCXFIQAXBALCX / FIQAX
Total Expense Ratio1.310.57230%
Annual Report Gross Expense Ratio1.310.57230%
Fund Existence24 years7 years-
Gain YTD7.6848.20994%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B4.44B5,676%
Annual Yield % from dividends1.192.0558%
Returns for 1 year7.039.5973%
Returns for 3 years32.5132.15101%
Returns for 5 years37.1440.3592%
Returns for 10 years58.16N/A-
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