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BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 50% I
Price$22.63
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets9.97B
BALCX vs FFIMX Comparison Chart in %
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BALCX vs. FFIMX commentary
Oct 19, 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 FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FFIMX (9.97B). FFIMX pays higher dividends than BALCX: FFIMX (2.18) vs BALCX (1.12). BALCX was incepted earlier than FFIMX: BALCX (25 years) vs FFIMX (19 years). BALCX (1.31) is less costly to investors than FFIMX (0.58). 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). FFIMX annual gain was more profitable for investors over the last year : 9.40 vs. BALCX (7.88). BALCX return over 5 years is better than : 37.80 vs. FFIMX (27.02).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.983 | 12.721 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.12 | 2.18 | 51% |
| Returns for 1 year | 7.88 | 9.40 | 84% |
| Returns for 3 years | 47.51 | 35.76 | 133% |
| Returns for 5 years | 37.80 | 27.02 | 140% |
| Returns for 10 years | 67.75 | 56.19 | 121% |
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