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BALCX vs QKBGX
BALCX vs QKBGX Comparison
Open Charts BALCX vs QKBGX
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.
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).
| BALCX | QKBGX | BALCX / QKBGX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 1.31 | 1.06 | 124% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 8.597 | 9.189 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.19 | 1.49 | 80% |
| Returns for 1 year | 9.43 | 7.05 | 134% |
| Returns for 3 years | 32.20 | 27.09 | 119% |
| Returns for 5 years | 35.43 | 26.83 | 132% |
| Returns for 10 years | 58.21 | 54.29 | 107% |
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