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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 60% M
Price$16.02
Change-$0.15 (-0.93%)
VolumeN/A
Net Assets4.3B
BALCX vs FSATX Comparison Chart
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BALCX vs. FSATX commentary
Jun 16, 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: 244B vs. FSATX (4.3B). FSATX pays higher dividends than BALCX: FSATX (1.50) vs BALCX (1.24). 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 : 6.60 vs. BALCX (4.49). FSATX (34.69) and BALCX (34.15) 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 | 4.121 | 4.433 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.24 | 1.50 | 83% |
| Returns for 1 year | 4.49 | 6.60 | 68% |
| Returns for 3 years | 30.13 | 27.92 | 108% |
| Returns for 5 years | 34.15 | 34.69 | 98% |
| Returns for 10 years | 51.38 | 49.91 | 103% |
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