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BALCX vs FIQAX
BALCX vs FIQAX Comparison
Open Charts BALCX vs FIQAX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% Z
Price$17.19
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets4.55B
BALCX vs FIQAX Comparison Chart in %
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BALCX vs. FIQAX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. FIQAX (4.55B). FIQAX pays higher dividends than BALCX: FIQAX (2.00) vs BALCX (1.16). 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 : 11.16 vs. BALCX (9.12). FIQAX (37.01) and BALCX (35.50) 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 | 10.835 | 11.377 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.16 | 2.00 | 58% |
| Returns for 1 year | 9.12 | 11.16 | 82% |
| Returns for 3 years | 37.20 | 35.62 | 104% |
| Returns for 5 years | 35.50 | 37.01 | 96% |
| Returns for 10 years | 67.85 | N/A | - |