Interact to see
Advertisement
Advertisement
BALCX vs QKBGX
BALCX vs QKBGX Comparison
Open Charts BALCX vs QKBGX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Federated Hermes MDT Balanced R6
Price$23.67
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets294.33M
BALCX vs QKBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. QKBGX commentary
Sep 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 Hold and QKBGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. QKBGX (294M). 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 : 7.28 vs. QKBGX (3.09). BALCX return over 5 years is better than : 40.11 vs. QKBGX (29.17).
| 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 | 12.568 | 11.546 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 294M | 89,456% |
| Annual Yield % from dividends | 1.16 | 1.45 | 80% |
| Returns for 1 year | 7.28 | 3.09 | 236% |
| Returns for 3 years | 48.24 | 38.25 | 126% |
| Returns for 5 years | 40.11 | 29.17 | 138% |
| Returns for 10 years | 74.67 | 68.44 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MFWTX | 18.02 | 0.11 | +0.61% |
| MFS Global Total Return A | |||
| GFCUX | 24.69 | 0.14 | +0.57% |
| Goldman Sachs Enhanced U.S. Equity R6 | |||
| RIDGX | 27.45 | 0.15 | +0.55% |
| American Funds Income Fund of Amer R6 | |||
| BSGIX | 15.66 | 0.08 | +0.51% |
| Baird Small/Mid Cap Growth Institutional | |||
| TGVIX | 33.17 | 0.14 | +0.42% |
| Thornburg International Equity I | |||