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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% I
Price$17.77
Change-$0.20 (-1.11%)
VolumeN/A
Net Assets4.81B
BALCX vs FSNIX Comparison Chart in %
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BALCX vs. FSNIX 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 FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FSNIX (4.81B). FSNIX pays higher dividends than BALCX: FSNIX (1.83) vs BALCX (1.10). 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 : 12.64 vs. BALCX (9.12). BALCX (37.03) and FSNIX (35.93) 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 | 15.516 | 15.881 | 98% |
| Front Load | N/A | N/A | - |
| 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 | 1.83 | 60% |
| Returns for 1 year | 9.12 | 12.64 | 72% |
| Returns for 3 years | 40.63 | 39.44 | 103% |
| Returns for 5 years | 37.03 | 35.93 | 103% |
| Returns for 10 years | 70.15 | 82.78 | 85% |
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