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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% I
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
BALCX vs FSNIX Comparison Chart in %
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BALCX vs. FSNIX commentary
Jul 07, 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: 252B vs. FSNIX (4.44B). FSNIX pays higher dividends than BALCX: FSNIX (1.96) vs BALCX (1.19). BALCX was incepted earlier than FSNIX: BALCX (24 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 : 9.48 vs. BALCX (7.03). FSNIX return over 5 years is better than : 39.47 vs. BALCX (37.14).
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | 1.31 | 0.69 | 190% |
| Annual Report Gross Expense Ratio | 1.31 | 0.69 | 190% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 7.684 | 8.134 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.19 | 1.96 | 61% |
| Returns for 1 year | 7.03 | 9.48 | 74% |
| Returns for 3 years | 32.51 | 31.65 | 103% |
| Returns for 5 years | 37.14 | 39.47 | 94% |
| Returns for 10 years | 58.16 | 65.00 | 89% |
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