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BALCX vs QIBGX
BALCX vs QIBGX Comparison
Open Charts BALCX vs QIBGX
American Funds American Balanced C
Price$36.80
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced IS
Price$23.18
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets283.15M
BALCX vs QIBGX Comparison Chart in %
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BALCX vs. QIBGX commentary
Jul 29, 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: 254B vs. QIBGX (283M). QIBGX pays higher dividends than BALCX: QIBGX (1.45) vs BALCX (1.19). BALCX was incepted earlier than QIBGX: BALCX (24 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 : 8.11 vs. QIBGX (5.89). BALCX return over 5 years is better than : 33.86 vs. QIBGX (24.73).
| BALCX | QIBGX | BALCX / QIBGX | |
| Total Expense Ratio | 1.31 | 1.09 | 120% |
| Annual Report Gross Expense Ratio | 1.31 | 1.12 | 117% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 8.361 | 8.877 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.19 | 1.45 | 82% |
| Returns for 1 year | 8.11 | 5.89 | 138% |
| Returns for 3 years | 28.53 | 22.89 | 125% |
| Returns for 5 years | 33.86 | 24.73 | 137% |
| Returns for 10 years | 56.79 | 53.36 | 106% |
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