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BALCX vs QKBGX
BALCX vs QKBGX Comparison
Open Charts BALCX vs QKBGX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced R6
Price$23.59
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets291.13M
BALCX vs QKBGX Comparison Chart in %
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BALCX vs. QKBGX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. QKBGX (291M). QKBGX pays higher dividends than BALCX: QKBGX (1.45) vs BALCX (1.16). BALCX was incepted earlier than QKBGX: BALCX (25 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 : 9.12 vs. QKBGX (5.33). BALCX return over 5 years is better than : 35.50 vs. QKBGX (25.09).
| BALCX | QKBGX | BALCX / QKBGX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 1.31 | 1.06 | 124% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 10.835 | 10.697 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 291M | 89,003% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 9.12 | 5.33 | 171% |
| Returns for 3 years | 37.20 | 30.07 | 124% |
| Returns for 5 years | 35.50 | 25.09 | 142% |
| Returns for 10 years | 67.85 | 62.06 | 109% |
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