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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 60% A
Price$17.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.68B
BALFX vs FSAAX Comparison Chart in %
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BALFX vs. FSAAX commentary
Oct 19, 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 BALFX is a Buy and FSAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. FSAAX (4.68B). BALFX pays higher dividends than FSAAX: BALFX (1.72) vs FSAAX (1.59). BALFX was incepted earlier than FSAAX: BALFX (25 years) vs FSAAX (18 years). FSAAX (0.94) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than BALFX: FSAAX (0) vs BALFX (250). FSAAX annual gain was more profitable for investors over the last year : 10.49 vs. BALFX (8.67). BALFX return over 5 years is better than : 41.92 vs. FSAAX (35.35).
| BALFX | FSAAX | BALFX / FSAAX | |
| Total Expense Ratio | 0.61 | 0.94 | 65% |
| Annual Report Gross Expense Ratio | 0.61 | 0.94 | 65% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 14.603 | 13.757 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.72 | 1.59 | 108% |
| Returns for 1 year | 8.67 | 10.49 | 83% |
| Returns for 3 years | 50.44 | 43.50 | 116% |
| Returns for 5 years | 41.92 | 35.35 | 119% |
| Returns for 10 years | 75.26 | 73.45 | 102% |
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