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BALCX vs FFAMX
BALCX vs FFAMX Comparison
Open Charts BALCX vs FFAMX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 50% A
Price$22.20
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
BALCX vs FFAMX Comparison Chart in %
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BALCX vs. FFAMX commentary
Sep 09, 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 FFAMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. FFAMX (9.76B). FFAMX pays higher dividends than BALCX: FFAMX (2.00) vs BALCX (1.16). BALCX was incepted earlier than FFAMX: BALCX (25 years) vs FFAMX (19 years). BALCX (1.31) is less costly to investors than FFAMX (0.83). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFAMX (12.00). FFAMX has a lower initial minimum investment than BALCX: FFAMX (0) vs BALCX (250). BALCX (9.12) and FFAMX (9.08) have marching annual gain over last year. BALCX return over 5 years is better than : 35.50 vs. FFAMX (24.48).
| BALCX | FFAMX | BALCX / FFAMX | |
| Total Expense Ratio | 1.31 | 0.83 | 158% |
| Annual Report Gross Expense Ratio | 1.31 | 0.83 | 158% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 10.835 | 10.125 | 107% |
| Front Load | N/A | 6% | - |
| 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 | 2.00 | 58% |
| Returns for 1 year | 9.12 | 9.08 | 101% |
| Returns for 3 years | 37.20 | 26.43 | 141% |
| Returns for 5 years | 35.50 | 24.48 | 145% |
| Returns for 10 years | 67.85 | 50.95 | 133% |