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BALCX vs FSAAX
BALCX vs FSAAX Comparison
Open Charts BALCX vs FSAAX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% A
Price$17.21
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets4.55B
BALCX vs FSAAX Comparison Chart in %
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BALCX vs. FSAAX 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 FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. FSAAX (4.55B). FSAAX pays higher dividends than BALCX: FSAAX (1.63) vs BALCX (1.16). BALCX was incepted earlier than FSAAX: BALCX (25 years) vs FSAAX (18 years). BALCX (1.31) is less costly to investors than FSAAX (0.94). BALCX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than BALCX: FSAAX (0) vs BALCX (250). FSAAX annual gain was more profitable for investors over the last year : 11.92 vs. BALCX (10.89). BALCX (36.42) and FSAAX (34.70) have equivalent 5 years return.
| BALCX | FSAAX | BALCX / FSAAX | |
| Total Expense Ratio | 1.31 | 0.94 | 139% |
| Annual Report Gross Expense Ratio | 1.31 | 0.94 | 139% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 11.277 | 11.097 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.16 | 1.63 | 71% |
| Returns for 1 year | 10.89 | 11.92 | 91% |
| Returns for 3 years | 34.57 | 30.70 | 113% |
| Returns for 5 years | 36.42 | 34.70 | 105% |
| Returns for 10 years | 69.02 | 72.05 | 96% |
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