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BALCX vs QIBGX
BALCX vs QIBGX Comparison
Open Charts BALCX vs QIBGX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced IS
Price$23.56
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets289.97M
BALCX vs QIBGX Comparison Chart in %
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BALCX vs. QIBGX commentary
Sep 08, 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 QIBGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. QIBGX (290M). QIBGX pays higher dividends than BALCX: QIBGX (1.41) vs BALCX (1.16). BALCX was incepted earlier than QIBGX: BALCX (25 years) vs QIBGX (23 years). BALCX (1.31) is less costly to investors than QIBGX (1.12). QIBGX is a more actively managed with annual turnover of: 68.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than QIBGX: BALCX (250) vs QIBGX (1000000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. QIBGX (5.31). BALCX return over 5 years is better than : 35.50 vs. QIBGX (24.87).
| BALCX | QIBGX | BALCX / QIBGX | |
| Total Expense Ratio | 1.31 | 1.09 | 120% |
| Annual Report Gross Expense Ratio | 1.31 | 1.12 | 117% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 10.835 | 10.662 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 290M | 89,310% |
| Annual Yield % from dividends | 1.16 | 1.41 | 83% |
| Returns for 1 year | 9.12 | 5.31 | 172% |
| Returns for 3 years | 37.20 | 30.00 | 124% |
| Returns for 5 years | 35.50 | 24.87 | 143% |
| Returns for 10 years | 67.85 | 62.83 | 108% |