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BALCX vs FFCMX
BALCX vs FFCMX Comparison
Open Charts BALCX vs FFCMX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Fidelity Advisor Asset Manager 50% C
Price$19.55
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets9.28B
BALCX vs FFCMX Comparison Chart
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BALCX vs. FFCMX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. FFCMX (9.28B). FFCMX pays higher dividends than BALCX: FFCMX (1.37) vs BALCX (1.28). BALCX was incepted earlier than FFCMX: BALCX (24 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. FFCMX (20.00). 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 : 2.24 vs. BALCX (1.81). BALCX return over 5 years is better than : 27.72 vs. FFCMX (19.76).
| BALCX | FFCMX | BALCX / FFCMX | |
| Total Expense Ratio | 1.32 | 1.58 | 84% |
| Annual Report Gross Expense Ratio | 1.32 | 1.58 | 84% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -3.896 | -2.911 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 9.28B | 2,424% |
| Annual Yield % from dividends | 1.28 | 1.37 | 94% |
| Returns for 1 year | 1.81 | 2.24 | 81% |
| Returns for 3 years | 8.04 | 0.61 | 1,324% |
| Returns for 5 years | 27.72 | 19.76 | 140% |
| Returns for 10 years | 38.61 | 18.41 | 210% |
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