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BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Fidelity Advisor Asset Manager 50% I
Price$20.62
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
BALCX vs FFIMX Comparison Chart
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BALCX vs. FFIMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. FFIMX (9.52B). FFIMX pays higher dividends than BALCX: FFIMX (2.08) vs BALCX (1.59). BALCX was incepted earlier than FFIMX: BALCX (24 years) vs FFIMX (18 years). 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). BALCX annual gain was more profitable for investors over the last year : 11.44 vs. FFIMX (9.38). BALCX return over 5 years is better than : 25.92 vs. FFIMX (20.02).
| BALCX | FFIMX | BALCX / FFIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 1.938 | 1.128 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 9.52B | 2,521% |
| Annual Yield % from dividends | 1.59 | 2.08 | 76% |
| Returns for 1 year | 11.44 | 9.38 | 122% |
| Returns for 3 years | 10.59 | 2.68 | 395% |
| Returns for 5 years | 25.92 | 20.02 | 129% |
| Returns for 10 years | 49.96 | 39.85 | 125% |
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