Interact to see
Advertisement
Advertisement
BALCX vs FFCMX
BALCX vs FFCMX Comparison
Open Charts BALCX vs FFCMX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 50% C
Price$21.90
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets10.58B
BALCX vs FFCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FFCMX commentary
Feb 05, 2026
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 Hold and FFCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FFCMX (10.6B). FFCMX pays higher dividends than BALCX: FFCMX (1.36) vs BALCX (1.25). BALCX was incepted earlier than FFCMX: BALCX (25 years) vs FFCMX (19 years). FFCMX (1.60) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (25.00). FFCMX has a lower initial minimum investment than BALCX: FFCMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. FFCMX (9.27). BALCX return over 5 years is better than : 31.49 vs. FFCMX (11.18).
| BALCX | FFCMX | BALCX / FFCMX | |
| Total Expense Ratio | 1.31 | 1.57 | 83% |
| Annual Report Gross Expense Ratio | 1.31 | 1.60 | 82% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.396 | 2.467 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.6B | 2,547% |
| Annual Yield % from dividends | 1.25 | 1.36 | 92% |
| Returns for 1 year | 10.51 | 9.27 | 113% |
| Returns for 3 years | 33.72 | 24.20 | 139% |
| Returns for 5 years | 31.49 | 11.18 | 282% |
| Returns for 10 years | 79.52 | 55.56 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement