BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
QKBGX
Price
$23.17
Change
+$0.08 (+0.35%)
Updated
Jul 25 closing price
Net Assets
283.15M
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BALCX vs QKBGX

Header iconBALCX vs QKBGX Comparison
Open Charts BALCX vs QKBGXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced R6
Price$23.17
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets283.15M
BALCX vs QKBGX Comparison Chart in %
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BALCX vs. QKBGX commentary
Jul 27, 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 QKBGX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. QKBGX (283M). QKBGX pays higher dividends than BALCX: QKBGX (1.49) vs BALCX (1.19). BALCX was incepted earlier than QKBGX: BALCX (24 years) vs QKBGX (19 years). BALCX (1.31) is less costly to investors than QKBGX (1.06). QKBGX is a more actively managed with annual turnover of: 68.00 vs. BALCX (44.00). QKBGX has a lower initial minimum investment than BALCX: QKBGX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. QKBGX (7.05). BALCX return over 5 years is better than : 35.43 vs. QKBGX (26.83).
BALCXQKBGXBALCX / QKBGX
Total Expense Ratio1.311.06124%
Annual Report Gross Expense Ratio1.311.06124%
Fund Existence24 years19 years-
Gain YTD8.5979.18994%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B283M89,753%
Annual Yield % from dividends1.191.4980%
Returns for 1 year9.437.05134%
Returns for 3 years32.2027.09119%
Returns for 5 years35.4326.83132%
Returns for 10 years58.2154.29107%
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