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BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Fidelity Advisor Asset Manager 50% I
Price$21.21
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
BALCX vs FFIMX Comparison Chart
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BALCX vs. FFIMX commentary
Jun 07, 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: 243B vs. FFIMX (9.42B). FFIMX pays higher dividends than BALCX: FFIMX (2.33) vs BALCX (1.24). BALCX was incepted earlier than FFIMX: BALCX (24 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). BALCX (6.34) and FFIMX (6.19) have marching annual gain over last year. BALCX return over 5 years is better than : 30.67 vs. FFIMX (24.76).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.58 | 226% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.397 | 4.229 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 9.42B | 2,580% |
| Annual Yield % from dividends | 1.24 | 2.33 | 53% |
| Returns for 1 year | 6.34 | 6.19 | 102% |
| Returns for 3 years | 20.09 | 14.68 | 137% |
| Returns for 5 years | 30.67 | 24.76 | 124% |
| Returns for 10 years | 52.83 | 40.58 | 130% |
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