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BALCX vs QKBGX
BALCX vs QKBGX Comparison
Open Charts BALCX vs QKBGX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced R6
Price$22.11
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets268.53M
BALCX vs QKBGX Comparison Chart
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BALCX vs. QKBGX commentary
Jun 16, 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: 244B vs. QKBGX (269M). QKBGX pays higher dividends than BALCX: QKBGX (1.54) vs BALCX (1.24). 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 : 4.49 vs. QKBGX (1.97). BALCX return over 5 years is better than : 34.15 vs. QKBGX (27.07).
| 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 | 4.121 | 4.194 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 1.24 | 1.54 | 81% |
| Returns for 1 year | 4.49 | 1.97 | 228% |
| Returns for 3 years | 30.13 | 25.29 | 119% |
| Returns for 5 years | 34.15 | 27.07 | 126% |
| Returns for 10 years | 51.38 | 45.83 | 112% |
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