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BALCX vs FASMX
BALCX vs FASMX Comparison
Open Charts BALCX vs FASMX
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.
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).
| 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 | 7.684 | 7.346 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.19 | 2.25 | 53% |
| Returns for 1 year | 7.03 | 8.37 | 84% |
| Returns for 3 years | 32.51 | 24.25 | 134% |
| Returns for 5 years | 37.14 | 28.48 | 130% |
| Returns for 10 years | 58.16 | 46.35 | 125% |
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