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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$38.94
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 50% M
Price$22.69
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets9.97B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Oct 21, 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: 266B vs. FFTMX (9.97B). FFTMX pays higher dividends than BALCX: FFTMX (1.74) vs BALCX (1.12). 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 : 8.85 vs. BALCX (7.88). BALCX return over 5 years is better than : 37.80 vs. FFTMX (23.75).
| 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 | 13.983 | 12.200 | 115% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.12 | 1.74 | 64% |
| Returns for 1 year | 7.88 | 8.85 | 89% |
| Returns for 3 years | 47.51 | 33.61 | 141% |
| Returns for 5 years | 37.80 | 23.75 | 159% |
| Returns for 10 years | 67.75 | 48.89 | 139% |