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BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 50% I
Price$22.14
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets10.34B
BALCX vs FFIMX Comparison Chart in %
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BALCX vs. FFIMX commentary
Jan 15, 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 FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FFIMX (10.3B). FFIMX pays higher dividends than BALCX: FFIMX (2.33) vs BALCX (1.28). BALCX was incepted earlier than FFIMX: BALCX (25 years) vs FFIMX (19 years). BALCX (1.31) is less costly to investors than FFIMX (0.60). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). FFIMX has a lower initial minimum investment than BALCX: FFIMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 13.38 vs. FFIMX (11.94). BALCX return over 5 years is better than : 32.47 vs. FFIMX (17.75).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | 1.31 | 0.57 | 230% |
| Annual Report Gross Expense Ratio | 1.31 | 0.60 | 218% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.315 | 1.746 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.3B | 2,621% |
| Annual Yield % from dividends | 1.28 | 2.33 | 55% |
| Returns for 1 year | 13.38 | 11.94 | 112% |
| Returns for 3 years | 34.71 | 29.11 | 119% |
| Returns for 5 years | 32.47 | 17.75 | 183% |
| Returns for 10 years | 80.41 | 69.03 | 116% |
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