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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% M
Price$17.35
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets5.24B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Feb 05, 2026
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 Hold and FSATX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FSATX (5.24B). FSATX pays higher dividends than BALCX: FSATX (1.46) vs BALCX (1.25). BALCX was incepted earlier than FSATX: BALCX (25 years) vs FSATX (18 years). BALCX (1.31) is less costly to investors than FSATX (1.20). BALCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (29.00). 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 : 13.14 vs. BALCX (10.51). BALCX return over 5 years is better than : 31.49 vs. FSATX (23.70).
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | 1.31 | 1.17 | 112% |
| Annual Report Gross Expense Ratio | 1.31 | 1.20 | 109% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 2.396 | 2.962 | 81% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 1.25 | 1.46 | 86% |
| Returns for 1 year | 10.51 | 13.14 | 80% |
| Returns for 3 years | 33.72 | 32.68 | 103% |
| Returns for 5 years | 31.49 | 23.70 | 133% |
| Returns for 10 years | 79.52 | 88.86 | 89% |
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