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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% M
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX 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 FSATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FSATX (4.44B). FSATX pays higher dividends than BALCX: FSATX (1.45) vs BALCX (1.19). BALCX was incepted earlier than FSATX: BALCX (24 years) vs FSATX (18 years). BALCX (1.31) is less costly to investors than FSATX (1.19). BALCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than BALCX: FSATX (0) vs BALCX (250). FSATX annual gain was more profitable for investors over the last year : 8.92 vs. BALCX (7.03). BALCX (37.14) and FSATX (35.94) have equivalent 5 years return.
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | 1.31 | 1.19 | 110% |
| Annual Report Gross Expense Ratio | 1.31 | 1.19 | 110% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 7.684 | 7.823 | 98% |
| Front Load | N/A | 4% | - |
| 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 | 1.45 | 82% |
| Returns for 1 year | 7.03 | 8.92 | 79% |
| Returns for 3 years | 32.51 | 29.60 | 110% |
| Returns for 5 years | 37.14 | 35.94 | 103% |
| Returns for 10 years | 58.16 | 56.56 | 103% |
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