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BALCX vs QIBGX
BALCX vs QIBGX Comparison
Open Charts BALCX vs QIBGX
American Funds American Balanced C
Price$39.84
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets269.37B
Federated Hermes MDT Balanced IS
Price$22.75
Change-$1.60 (-6.57%)
VolumeN/A
Net Assets288.77M
BALCX vs QIBGX Comparison Chart in %
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BALCX vs. QIBGX commentary
Dec 13, 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 StrongBuy and QIBGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. QIBGX (289M). QIBGX pays higher dividends than BALCX: QIBGX (1.37) vs BALCX (1.08). 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 : 9.79 vs. QIBGX (2.14). BALCX return over 5 years is better than : 36.51 vs. QIBGX (25.72).
| 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 | 17.432 | 14.373 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 289M | 93,080% |
| Annual Yield % from dividends | 1.08 | 1.37 | 79% |
| Returns for 1 year | 9.79 | 2.14 | 457% |
| Returns for 3 years | 40.91 | 38.16 | 107% |
| Returns for 5 years | 36.51 | 25.72 | 142% |
| Returns for 10 years | 72.83 | 70.18 | 104% |
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