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BALCX vs FSAAX
BALCX vs FSAAX Comparison
Open Charts BALCX vs FSAAX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 60% A
Price$16.12
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets4.3B
BALCX vs FSAAX Comparison Chart
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BALCX vs. FSAAX commentary
Jun 16, 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: 244B vs. FSAAX (4.3B). FSAAX pays higher dividends than BALCX: FSAAX (1.74) vs BALCX (1.24). BALCX was incepted earlier than FSAAX: BALCX (24 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 : 6.90 vs. BALCX (4.49). FSAAX return over 5 years is better than : 36.43 vs. BALCX (34.15).
| BALCX | FSAAX | BALCX / FSAAX | |
| Total Expense Ratio | 1.31 | 0.94 | 139% |
| Annual Report Gross Expense Ratio | 1.31 | 0.94 | 139% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.121 | 4.607 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.24 | 1.74 | 71% |
| Returns for 1 year | 4.49 | 6.90 | 65% |
| Returns for 3 years | 30.13 | 28.85 | 104% |
| Returns for 5 years | 34.15 | 36.43 | 94% |
| Returns for 10 years | 51.38 | 53.64 | 96% |
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