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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Fidelity Advisor Asset Manager 50% M
Price$22.41
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Sep 29, 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 Hold and FFTMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FFTMX (9.76B). FFTMX pays higher dividends than BALCX: FFTMX (1.78) vs BALCX (1.16). 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). BALCX (7.28) and FFTMX (7.17) have marching annual gain over last year. BALCX return over 5 years is better than : 40.11 vs. FFTMX (26.19).
| 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 | 12.568 | 11.090 | 113% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 9.76B | 2,694% |
| Annual Yield % from dividends | 1.16 | 1.78 | 65% |
| Returns for 1 year | 7.28 | 7.17 | 102% |
| Returns for 3 years | 48.24 | 33.92 | 142% |
| Returns for 5 years | 40.11 | 26.19 | 153% |
| Returns for 10 years | 74.67 | 53.69 | 139% |
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