Interact to see
Advertisement
Advertisement
BALCX vs QABGX
BALCX vs QABGX Comparison
Open Charts BALCX vs QABGX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced A
Price$23.45
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets289.97M
BALCX vs QABGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. QABGX commentary
Sep 09, 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 QABGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. QABGX (290M). QABGX (1.22) and BALCX (1.16) have matching dividends . BALCX was incepted earlier than QABGX: BALCX (25 years) vs QABGX (20 years). QABGX (1.37) and BALCX (1.31) have similar cost to investors . QABGX is a more actively managed with annual turnover of: 68.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than QABGX: BALCX (250) vs QABGX (1500). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. QABGX (4.99). BALCX return over 5 years is better than : 35.50 vs. QABGX (23.23).
| BALCX | QABGX | BALCX / QABGX | |
| Total Expense Ratio | 1.31 | 1.34 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.37 | 96% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 10.835 | 10.509 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 290M | 89,310% |
| Annual Yield % from dividends | 1.16 | 1.22 | 96% |
| Returns for 1 year | 9.12 | 4.99 | 183% |
| Returns for 3 years | 37.20 | 28.95 | 129% |
| Returns for 5 years | 35.50 | 23.23 | 153% |
| Returns for 10 years | 67.85 | 59.23 | 115% |