Interact to see
Advertisement
Advertisement
BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Fidelity Advisor Asset Manager 60% M
Price$17.23
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets4.55B
BALCX vs FSATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FSATX commentary
Sep 27, 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 Hold and FSATX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. FSATX (4.55B). FSATX pays higher dividends than BALCX: FSATX (1.41) vs BALCX (1.16). BALCX was incepted earlier than FSATX: BALCX (25 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 : 8.22 vs. BALCX (7.00). BALCX return over 5 years is better than : 39.74 vs. FSATX (36.55).
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | 1.31 | 1.19 | 110% |
| Annual Report Gross Expense Ratio | 1.31 | 1.19 | 110% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 12.273 | 11.995 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 4.55B | 5,763% |
| Annual Yield % from dividends | 1.16 | 1.41 | 82% |
| Returns for 1 year | 7.00 | 8.22 | 85% |
| Returns for 3 years | 47.86 | 42.74 | 112% |
| Returns for 5 years | 39.74 | 36.55 | 109% |
| Returns for 10 years | 74.21 | 75.41 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement