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BALCX vs FSAAX
BALCX vs FSAAX Comparison
Open Charts BALCX vs FSAAX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 60% A
Price$16.82
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets4.44B
BALCX vs FSAAX Comparison Chart in %
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BALCX vs. FSAAX commentary
Jul 27, 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: 254B vs. FSAAX (4.44B). FSAAX pays higher dividends than BALCX: FSAAX (1.68) vs BALCX (1.19). 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 : 11.39 vs. BALCX (9.43). FSAAX (36.03) and BALCX (35.43) 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 | 24 years | 18 years | - |
| Gain YTD | 8.597 | 9.150 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.44B | 5,721% |
| Annual Yield % from dividends | 1.19 | 1.68 | 71% |
| Returns for 1 year | 9.43 | 11.39 | 83% |
| Returns for 3 years | 32.20 | 29.92 | 108% |
| Returns for 5 years | 35.43 | 36.03 | 98% |
| Returns for 10 years | 58.21 | 61.87 | 94% |
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