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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% A
Price$17.64
Change-$0.20 (-1.12%)
VolumeN/A
Net Assets4.81B
BALFX vs FSAAX Comparison Chart in %
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BALFX vs. FSAAX 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 BALFX is a Buy and FSAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. FSAAX (4.81B). BALFX pays higher dividends than FSAAX: BALFX (1.70) vs FSAAX (1.57). 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 : 12.39 vs. BALFX (9.94). BALFX return over 5 years is better than : 41.19 vs. FSAAX (34.12).
| 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 | 16.221 | 15.639 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.70 | 1.57 | 108% |
| Returns for 1 year | 9.94 | 12.39 | 80% |
| Returns for 3 years | 43.43 | 38.35 | 113% |
| Returns for 5 years | 41.19 | 34.12 | 121% |
| Returns for 10 years | 77.81 | 77.77 | 100% |
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