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BALCX vs FSAAX
BALCX vs FSAAX Comparison
Open Charts BALCX vs FSAAX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% A
Price$16.64
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
BALCX vs FSAAX Comparison Chart in %
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BALCX vs. FSAAX commentary
Jul 07, 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: 252B 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 : 9.21 vs. BALCX (7.03). FSAAX (37.58) and BALCX (37.14) 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 | 7.684 | 7.982 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.19 | 1.68 | 71% |
| Returns for 1 year | 7.03 | 9.21 | 76% |
| Returns for 3 years | 32.51 | 30.54 | 106% |
| Returns for 5 years | 37.14 | 37.58 | 99% |
| Returns for 10 years | 58.16 | 60.42 | 96% |
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