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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 60% M
Price$17.41
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.68B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FSATX (4.68B). FSATX pays higher dividends than BALCX: FSATX (1.37) vs BALCX (1.12). 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 : 10.15 vs. BALCX (7.88). BALCX return over 5 years is better than : 37.80 vs. FSATX (33.59).
| 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 | 13.983 | 13.429 | 104% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.12 | 1.37 | 81% |
| Returns for 1 year | 7.88 | 10.15 | 78% |
| Returns for 3 years | 47.51 | 42.42 | 112% |
| Returns for 5 years | 37.80 | 33.59 | 113% |
| Returns for 10 years | 67.75 | 69.22 | 98% |
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