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BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
Fidelity Advisor Asset Manager 50% I
Price$19.84
Change+$0.77 (+4.04%)
VolumeN/A
Net Assets9.28B
BALCX vs FFIMX Comparison Chart
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BALCX vs. FFIMX commentary
Apr 11, 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 FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 217B vs. FFIMX (9.28B). FFIMX pays higher dividends than BALCX: FFIMX (2.36) vs BALCX (1.28). BALCX was incepted earlier than FFIMX: BALCX (24 years) vs FFIMX (19 years). BALCX (1.32) is less costly to investors than FFIMX (0.58). BALCX is a more actively managed with annual turnover of: 171.00 vs. FFIMX (20.00). FFIMX has a lower initial minimum investment than BALCX: FFIMX (0) vs BALCX (250). FFIMX annual gain was more profitable for investors over the last year : -3.11 vs. BALCX (-4.30). BALCX return over 5 years is better than : 26.21 vs. FFIMX (23.47).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | 1.32 | 0.58 | 228% |
| Annual Report Gross Expense Ratio | 1.32 | 0.58 | 228% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -7.130 | -6.110 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 9.28B | 2,338% |
| Annual Yield % from dividends | 1.28 | 2.36 | 54% |
| Returns for 1 year | -4.30 | -3.11 | 138% |
| Returns for 3 years | 3.18 | -1.09 | -291% |
| Returns for 5 years | 26.21 | 23.47 | 112% |
| Returns for 10 years | 34.21 | 24.84 | 138% |