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BALCX vs FFCMX
BALCX vs FFCMX Comparison
Open Charts BALCX vs FFCMX
American Funds American Balanced C
Price$34.58
Change+$0.54 (+1.59%)
VolumeN/A
Net Assets234.12B
Fidelity Advisor Asset Manager 50% C
Price$20.52
Change+$0.22 (+1.08%)
VolumeN/A
Net Assets9.21B
BALCX vs FFCMX Comparison Chart
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BALCX vs. FFCMX commentary
May 13, 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 FFCMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. FFCMX (9.21B). FFCMX pays higher dividends than BALCX: FFCMX (1.40) vs BALCX (1.29). BALCX was incepted earlier than FFCMX: BALCX (24 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (12.00). FFCMX has a lower initial minimum investment than BALCX: FFCMX (0) vs BALCX (250). FFCMX annual gain was more profitable for investors over the last year : 3.55 vs. BALCX (3.25). BALCX return over 5 years is better than : 35.21 vs. FFCMX (24.12).
| BALCX | FFCMX | BALCX / FFCMX | |
| Total Expense Ratio | 1.31 | 1.58 | 83% |
| Annual Report Gross Expense Ratio | 1.31 | 1.58 | 83% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 0.104 | 0.917 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 9.21B | 2,542% |
| Annual Yield % from dividends | 1.29 | 1.40 | 92% |
| Returns for 1 year | 3.25 | 3.55 | 92% |
| Returns for 3 years | 18.28 | 10.65 | 172% |
| Returns for 5 years | 35.21 | 24.12 | 146% |
| Returns for 10 years | 43.57 | 22.79 | 191% |