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BALCX vs FASMX
BALCX vs FASMX Comparison
Open Charts BALCX vs FASMX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Asset Manager 50%
Price$22.13
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
BALCX vs FASMX Comparison Chart in %
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BALCX vs. FASMX commentary
Aug 19, 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: 256B vs. FASMX (9.62B). FASMX pays higher dividends than BALCX: FASMX (2.29) vs BALCX (1.18). 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 : 8.86 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. FASMX (26.03).
| BALCX | FASMX | BALCX / FASMX | |
| Total Expense Ratio | 1.31 | 0.55 | 238% |
| Annual Report Gross Expense Ratio | 1.31 | 0.55 | 238% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 9.274 | 9.382 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.18 | 2.29 | 52% |
| Returns for 1 year | 7.16 | 8.86 | 81% |
| Returns for 3 years | 27.12 | 19.14 | 142% |
| Returns for 5 years | 33.87 | 26.03 | 130% |
| Returns for 10 years | 59.19 | 49.39 | 120% |
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