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BALCX vs QABGX
BALCX vs QABGX Comparison
Open Charts BALCX vs QABGX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Federated Hermes MDT Balanced A
Price$23.62
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets294.33M
BALCX vs QABGX Comparison Chart in %
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BALCX vs. QABGX commentary
Sep 29, 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 Hold and QABGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. QABGX (294M). 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 : 7.28 vs. QABGX (2.76). BALCX return over 5 years is better than : 40.11 vs. QABGX (27.20).
| 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 | 12.568 | 11.310 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 294M | 89,456% |
| Annual Yield % from dividends | 1.16 | 1.22 | 96% |
| Returns for 1 year | 7.28 | 2.76 | 264% |
| Returns for 3 years | 48.24 | 37.03 | 130% |
| Returns for 5 years | 40.11 | 27.20 | 147% |
| Returns for 10 years | 74.67 | 65.31 | 114% |
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