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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$39.70
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% A
Price$17.77
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets4.85B
BALFX vs FSAAX Comparison Chart in %
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BALFX vs. FSAAX commentary
Dec 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 StrongBuy and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. FSAAX (4.85B). BALFX pays higher dividends than FSAAX: BALFX (1.67) vs FSAAX (1.56). BALFX was incepted earlier than FSAAX: BALFX (25 years) vs FSAAX (18 years). FSAAX (0.95) 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 (10.84) and BALFX (10.59) have marching annual gain over last year. BALFX return over 5 years is better than : 40.67 vs. FSAAX (30.97).
| BALFX | FSAAX | BALFX / FSAAX | |
| Total Expense Ratio | 0.61 | 0.92 | 66% |
| Annual Report Gross Expense Ratio | 0.61 | 0.95 | 64% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 18.221 | 16.093 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.67 | 1.56 | 107% |
| Returns for 1 year | 10.59 | 10.84 | 98% |
| Returns for 3 years | 43.72 | 37.38 | 117% |
| Returns for 5 years | 40.67 | 30.97 | 131% |
| Returns for 10 years | 80.57 | 86.29 | 93% |
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