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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 50% M
Price$22.66
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FFTMX (10.1B). FFTMX pays higher dividends than BALCX: FFTMX (1.73) vs BALCX (1.10). BALCX was incepted earlier than FFTMX: BALCX (25 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 : 10.86 vs. BALCX (7.94). BALCX return over 5 years is better than : 35.35 vs. FFTMX (22.99).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 14.101 | 13.893 | 101% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.1B | 2,663% |
| Annual Yield % from dividends | 1.10 | 1.73 | 64% |
| Returns for 1 year | 7.94 | 10.86 | 73% |
| Returns for 3 years | 39.68 | 30.29 | 131% |
| Returns for 5 years | 35.35 | 22.99 | 154% |
| Returns for 10 years | 66.50 | 51.41 | 129% |
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