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BALCX vs FASMX
BALCX vs FASMX Comparison
Open Charts BALCX vs FASMX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Asset Manager 50%
Price$22.32
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
BALCX vs FASMX Comparison Chart in %
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BALCX vs. FASMX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. FASMX (9.76B). FASMX pays higher dividends than BALCX: FASMX (2.25) vs BALCX (1.16). BALCX was incepted earlier than FASMX: BALCX (25 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 (9.38) and BALCX (9.12) have marching annual gain over last year. BALCX return over 5 years is better than : 35.50 vs. FASMX (26.40).
| BALCX | FASMX | BALCX / FASMX | |
| Total Expense Ratio | 1.31 | 0.55 | 238% |
| Annual Report Gross Expense Ratio | 1.31 | 0.55 | 238% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 10.835 | 10.321 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 9.12 | 9.38 | 97% |
| Returns for 3 years | 37.20 | 27.56 | 135% |
| Returns for 5 years | 35.50 | 26.40 | 134% |
| Returns for 10 years | 67.85 | 55.54 | 122% |
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|---|---|---|---|
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| United States Dollar - China Yuan | |||
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