Interact to see
Advertisement
Advertisement
BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% I
Price$17.40
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.09B
BALCX vs FSNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FSNIX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FSNIX (5.09B). FSNIX pays higher dividends than BALCX: FSNIX (1.94) vs BALCX (1.28). 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 (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 : 15.31 vs. BALCX (13.38). BALCX return over 5 years is better than : 32.47 vs. FSNIX (27.63).
| 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 | 2.315 | 1.992 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.09B | 5,308% |
| Annual Yield % from dividends | 1.28 | 1.94 | 66% |
| Returns for 1 year | 13.38 | 15.31 | 87% |
| Returns for 3 years | 34.71 | 35.92 | 97% |
| Returns for 5 years | 32.47 | 27.63 | 118% |
| Returns for 10 years | 80.41 | 96.88 | 83% |
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 % |
| HRLTX | 9.86 | 0.08 | +0.82% |
| Hartford Real Asset R5 | |||
| ITEIX | 10.82 | 0.05 | +0.46% |
| VY® T. Rowe Price Equity Income I | |||
| PRNHX | 54.96 | 0.05 | +0.09% |
| T. Rowe Price New Horizons | |||
| CIVHX | 20.95 | 0.01 | +0.05% |
| American Funds International Vntg 529-F3 | |||
| AWWIX | 16.86 | -0.01 | -0.06% |
| CIBC Atlas International Growth Instl | |||