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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% M
Price$21.10
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
BALCX vs FFTMX Comparison Chart
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BALCX vs. FFTMX 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. FFTMX (9.42B). FFTMX pays higher dividends than BALCX: FFTMX (1.85) vs BALCX (1.24). 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 : 5.67 vs. BALCX (4.49). BALCX return over 5 years is better than : 34.15 vs. FFTMX (24.00).
| 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 | 4.121 | 4.047 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 1.24 | 1.85 | 67% |
| Returns for 1 year | 4.49 | 5.67 | 79% |
| Returns for 3 years | 30.13 | 21.06 | 143% |
| Returns for 5 years | 34.15 | 24.00 | 142% |
| Returns for 10 years | 51.38 | 33.39 | 154% |
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