Interact to see
Advertisement
Advertisement
BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% I
Price$17.20
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets4.55B
BALCX vs FSNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FSNIX commentary
Sep 08, 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 FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. FSNIX (4.55B). FSNIX pays higher dividends than BALCX: FSNIX (1.91) vs BALCX (1.16). BALCX was incepted earlier than FSNIX: BALCX (25 years) vs FSNIX (18 years). BALCX (1.31) is less costly to investors than FSNIX (0.69). BALCX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). FSNIX has a lower initial minimum investment than BALCX: FSNIX (0) vs BALCX (250). FSNIX annual gain was more profitable for investors over the last year : 11.05 vs. BALCX (9.12). FSNIX (36.15) and BALCX (35.50) have equivalent 5 years return.
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | 1.31 | 0.69 | 190% |
| Annual Report Gross Expense Ratio | 1.31 | 0.69 | 190% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 10.835 | 11.298 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.16 | 1.91 | 61% |
| Returns for 1 year | 9.12 | 11.05 | 83% |
| Returns for 3 years | 37.20 | 35.11 | 106% |
| Returns for 5 years | 35.50 | 36.15 | 98% |
| Returns for 10 years | 67.85 | 76.67 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LPFAX | 6.65 | -0.01 | -0.15% |
| ALPS Global Opportunity A | |||
| BIALX | 30.06 | -0.06 | -0.20% |
| Brown Advisory Global Leaders Investor | |||
| VRVIX | 345.58 | -0.82 | -0.24% |
| Vanguard Russell 1000 Value Index I | |||
| RYCTX | 295.77 | -1.91 | -0.64% |
| Rydex S&P 500 2x Strategy C | |||
| FRBCX | 28.66 | -0.36 | -1.24% |
| JHancock Regional Bank C | |||