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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% M
Price$21.99
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Aug 17, 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. FFTMX (9.62B). FFTMX pays higher dividends than BALCX: FFTMX (1.81) vs BALCX (1.18). BALCX was incepted earlier than FFTMX: BALCX (24 years) vs FFTMX (19 years). BALCX (1.31) is less costly to investors than FFTMX (1.08). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (12.00). FFTMX has a lower initial minimum investment than BALCX: FFTMX (0) vs BALCX (250). FFTMX annual gain was more profitable for investors over the last year : 8.31 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. FFTMX (22.67).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 9.274 | 9.008 | 103% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.18 | 1.81 | 65% |
| Returns for 1 year | 7.16 | 8.31 | 86% |
| Returns for 3 years | 27.12 | 17.20 | 158% |
| Returns for 5 years | 33.87 | 22.67 | 149% |
| Returns for 10 years | 59.19 | 41.85 | 141% |
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