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BALCX vs QABGX
BALCX vs QABGX Comparison
Open Charts BALCX vs QABGX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced A
Price$22.09
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets268.53M
BALCX vs QABGX Comparison Chart
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BALCX vs. QABGX commentary
Jun 16, 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: 244B vs. QABGX (269M). QABGX (1.28) and BALCX (1.24) 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 : 4.49 vs. QABGX (1.69). BALCX return over 5 years is better than : 34.15 vs. QABGX (25.23).
| BALCX | QABGX | BALCX / QABGX | |
| Total Expense Ratio | 1.31 | 1.34 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.37 | 96% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 4.121 | 4.100 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 1.24 | 1.28 | 97% |
| Returns for 1 year | 4.49 | 1.69 | 266% |
| Returns for 3 years | 30.13 | 24.18 | 125% |
| Returns for 5 years | 34.15 | 25.23 | 135% |
| Returns for 10 years | 51.38 | 43.40 | 118% |
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