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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% M
Price$17.52
Change-$0.20 (-1.13%)
VolumeN/A
Net Assets4.81B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Nov 14, 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: 269B vs. FSATX (4.81B). FSATX pays higher dividends than BALCX: FSATX (1.35) vs BALCX (1.10). 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 : 12.53 vs. BALCX (7.94). BALCX return over 5 years is better than : 35.35 vs. FSATX (32.69).
| 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 | 14.101 | 15.515 | 91% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.10 | 1.35 | 82% |
| Returns for 1 year | 7.94 | 12.53 | 63% |
| Returns for 3 years | 39.68 | 38.33 | 104% |
| Returns for 5 years | 35.35 | 32.69 | 108% |
| Returns for 10 years | 66.50 | 72.49 | 92% |
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