BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
FASMX
Price
$21.86
Change
+$0.06 (+0.28%)
Updated
Jul 3 closing price
Net Assets
9.63B
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BALCX vs FASMX

Header iconBALCX vs FASMX Comparison
Open Charts BALCX vs FASMXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Asset Manager 50%
Price$21.86
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
BALCX vs FASMX Comparison Chart in %
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BALCX vs. FASMX commentary
Jul 07, 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 FASMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FASMX (9.63B). FASMX pays higher dividends than BALCX: FASMX (2.25) vs BALCX (1.19). BALCX was incepted earlier than FASMX: BALCX (24 years) vs FASMX (37 years). BALCX (1.31) is less costly to investors than FASMX (0.55). BALCX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than BALCX: FASMX (0) vs BALCX (250). FASMX annual gain was more profitable for investors over the last year : 8.37 vs. BALCX (7.03). BALCX return over 5 years is better than : 37.14 vs. FASMX (28.48).
BALCXFASMXBALCX / FASMX
Total Expense Ratio1.310.55238%
Annual Report Gross Expense Ratio1.310.55238%
Fund Existence24 years37 years-
Gain YTD7.6847.346105%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.192.2553%
Returns for 1 year7.038.3784%
Returns for 3 years32.5124.25134%
Returns for 5 years37.1428.48130%
Returns for 10 years58.1646.35125%
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