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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 60% M
Price$16.88
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.45B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Aug 17, 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: 256B vs. FSATX (4.45B). FSATX pays higher dividends than BALCX: FSATX (1.44) vs BALCX (1.18). 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 : 9.87 vs. BALCX (7.16). BALCX (33.87) and FSATX (32.58) 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 | 9.274 | 10.039 | 92% |
| Front Load | N/A | 4% | - |
| 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 | 1.44 | 82% |
| Returns for 1 year | 7.16 | 9.87 | 72% |
| Returns for 3 years | 27.12 | 23.40 | 116% |
| Returns for 5 years | 33.87 | 32.58 | 104% |
| Returns for 10 years | 59.19 | 60.21 | 98% |
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