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BALCX vs QABGX
BALCX vs QABGX Comparison
Open Charts BALCX vs QABGX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced A
Price$22.84
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets279.8M
BALCX vs QABGX Comparison Chart in %
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BALCX vs. QABGX 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 QABGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. QABGX (280M). QABGX (1.25) and BALCX (1.19) have matching dividends . BALCX was incepted earlier than QABGX: BALCX (24 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 : 7.03 vs. QABGX (4.38). BALCX return over 5 years is better than : 37.14 vs. QABGX (26.12).
| BALCX | QABGX | BALCX / QABGX | |
| Total Expense Ratio | 1.31 | 1.34 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.37 | 96% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 7.684 | 7.634 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 280M | 90,000% |
| Annual Yield % from dividends | 1.19 | 1.25 | 96% |
| Returns for 1 year | 7.03 | 4.38 | 160% |
| Returns for 3 years | 32.51 | 26.40 | 123% |
| Returns for 5 years | 37.14 | 26.12 | 142% |
| Returns for 10 years | 58.16 | 50.05 | 116% |
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