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BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 50% I
Price$22.49
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets10.08B
BALCX vs FFIMX Comparison Chart in %
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BALCX vs. FFIMX commentary
Nov 20, 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 Hold and FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FFIMX (10.1B). FFIMX pays higher dividends than BALCX: FFIMX (2.18) vs BALCX (1.10). BALCX was incepted earlier than FFIMX: BALCX (25 years) vs FFIMX (19 years). BALCX (1.31) is less costly to investors than FFIMX (0.58). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). 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 : 9.40 vs. BALCX (8.17). BALCX return over 5 years is better than : 34.58 vs. FFIMX (22.93).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.334 | 12.023 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.1B | 2,604% |
| Annual Yield % from dividends | 1.10 | 2.18 | 51% |
| Returns for 1 year | 8.17 | 9.40 | 87% |
| Returns for 3 years | 38.17 | 29.13 | 131% |
| Returns for 5 years | 34.58 | 22.93 | 151% |
| Returns for 10 years | 63.59 | 54.03 | 118% |