BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
QABGX
Price
$22.84
Change
+$0.10 (+0.44%)
Updated
Jul 3 closing price
Net Assets
279.8M
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BALCX vs QABGX

Header iconBALCX vs QABGX Comparison
Open Charts BALCX vs QABGXBanner chart's image
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.

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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).
BALCXQABGXBALCX / QABGX
Total Expense Ratio1.311.3498%
Annual Report Gross Expense Ratio1.311.3796%
Fund Existence24 years20 years-
Gain YTD7.6847.634101%
Front LoadN/A5%-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets252B280M90,000%
Annual Yield % from dividends1.191.2596%
Returns for 1 year7.034.38160%
Returns for 3 years32.5126.40123%
Returns for 5 years37.1426.12142%
Returns for 10 years58.1650.05116%
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