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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 50% M
Price$22.11
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets9.76B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Sep 09, 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: 259B 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 (9.12) and FFTMX (8.83) have marching annual gain over last year. BALCX return over 5 years is better than : 35.50 vs. FFTMX (22.98).
| 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 | 10.835 | 9.900 | 109% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.16 | 1.78 | 65% |
| Returns for 1 year | 9.12 | 8.83 | 103% |
| Returns for 3 years | 37.20 | 25.55 | 146% |
| Returns for 5 years | 35.50 | 22.98 | 155% |
| Returns for 10 years | 67.85 | 47.75 | 142% |
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