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BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Fidelity Advisor Asset Manager 50% I
Price$21.19
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
BALCX vs FFIMX Comparison Chart
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BALCX vs. FFIMX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 247B vs. FFIMX (9.42B). FFIMX pays higher dividends than BALCX: FFIMX (2.33) vs BALCX (1.24). BALCX was incepted earlier than FFIMX: BALCX (24 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 : 7.09 vs. BALCX (4.49). BALCX return over 5 years is better than : 34.15 vs. FFIMX (28.21).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.121 | 5.164 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 9.42B | 2,623% |
| Annual Yield % from dividends | 1.24 | 2.33 | 53% |
| Returns for 1 year | 4.49 | 7.09 | 63% |
| Returns for 3 years | 30.13 | 23.96 | 126% |
| Returns for 5 years | 34.15 | 28.21 | 121% |
| Returns for 10 years | 51.38 | 41.03 | 125% |
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