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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% I
Price$17.55
Change-$0.14 (-0.79%)
VolumeN/A
Net Assets5.24B
BALCX vs FSNIX Comparison Chart in %
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BALCX vs. FSNIX commentary
Feb 04, 2026
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 FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FSNIX (5.24B). FSNIX pays higher dividends than BALCX: FSNIX (1.89) vs BALCX (1.25). BALCX was incepted earlier than FSNIX: BALCX (25 years) vs FSNIX (18 years). BALCX (1.31) is less costly to investors than FSNIX (0.70). BALCX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (29.00). 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 : 13.71 vs. BALCX (10.51). BALCX return over 5 years is better than : 31.49 vs. FSNIX (26.93).
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | 1.31 | 0.67 | 196% |
| Annual Report Gross Expense Ratio | 1.31 | 0.70 | 187% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 2.396 | 2.988 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 1.25 | 1.89 | 66% |
| Returns for 1 year | 10.51 | 13.71 | 77% |
| Returns for 3 years | 33.72 | 34.76 | 97% |
| Returns for 5 years | 31.49 | 26.93 | 117% |
| Returns for 10 years | 79.52 | 99.01 | 80% |
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