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BALCX vs FSAAX
BALCX vs FSAAX Comparison
Open Charts BALCX vs FSAAX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 60% A
Price$16.99
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets4.45B
BALCX vs FSAAX Comparison Chart in %
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BALCX vs. FSAAX commentary
Aug 18, 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: 256B vs. FSAAX (4.45B). FSAAX pays higher dividends than BALCX: FSAAX (1.67) vs BALCX (1.18). 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 : 10.15 vs. BALCX (7.16). FSAAX (34.27) and BALCX (33.87) 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 | 9.274 | 10.253 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.45B | 5,748% |
| Annual Yield % from dividends | 1.18 | 1.67 | 71% |
| Returns for 1 year | 7.16 | 10.15 | 71% |
| Returns for 3 years | 27.12 | 24.31 | 112% |
| Returns for 5 years | 33.87 | 34.27 | 99% |
| Returns for 10 years | 59.19 | 64.08 | 92% |
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