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BALCX vs FFCMX
BALCX vs FFCMX Comparison
Open Charts BALCX vs FFCMX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% C
Price$21.47
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
BALCX vs FFCMX Comparison Chart in %
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BALCX vs. FFCMX 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 FFCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FFCMX (9.63B). FFCMX pays higher dividends than BALCX: FFCMX (1.32) vs BALCX (1.19). BALCX was incepted earlier than FFCMX: BALCX (24 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (12.00). FFCMX has a lower initial minimum investment than BALCX: FFCMX (0) vs BALCX (250). FFCMX (7.20) and BALCX (7.03) have marching annual gain over last year. BALCX return over 5 years is better than : 37.14 vs. FFCMX (21.77).
| BALCX | FFCMX | BALCX / FFCMX | |
| Total Expense Ratio | 1.31 | 1.58 | 83% |
| Annual Report Gross Expense Ratio | 1.31 | 1.58 | 83% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 7.684 | 6.733 | 114% |
| 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 | 1.32 | 90% |
| Returns for 1 year | 7.03 | 7.20 | 98% |
| Returns for 3 years | 32.51 | 20.28 | 160% |
| Returns for 5 years | 37.14 | 21.77 | 171% |
| Returns for 10 years | 58.16 | 33.06 | 176% |
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