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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 50% M
Price$22.21
Change-$0.35 (-1.55%)
VolumeN/A
Net Assets10.58B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FFTMX (10.6B). FFTMX pays higher dividends than BALCX: FFTMX (1.82) vs BALCX (1.25). BALCX was incepted earlier than FFTMX: BALCX (25 years) vs FFTMX (19 years). BALCX (1.31) is less costly to investors than FFTMX (1.10). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (25.00). FFTMX has a lower initial minimum investment than BALCX: FFTMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. FFTMX (9.89). BALCX return over 5 years is better than : 31.49 vs. FFTMX (14.20).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.10 | 119% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.396 | 2.536 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.6B | 2,547% |
| Annual Yield % from dividends | 1.25 | 1.82 | 69% |
| Returns for 1 year | 10.51 | 9.89 | 106% |
| Returns for 3 years | 33.72 | 26.15 | 129% |
| Returns for 5 years | 31.49 | 14.20 | 222% |
| Returns for 10 years | 79.52 | 62.48 | 127% |
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