Interact to see
Advertisement
Advertisement
BALCX vs FFIMX
BALCX vs FFIMX Comparison
Open Charts BALCX vs FFIMX
American Funds American Balanced C
Price$37.25
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets256.45B
Fidelity Advisor Asset Manager 50% I
Price$22.11
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets9.62B
BALCX vs FFIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FFIMX commentary
Sep 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. FFIMX (9.62B). FFIMX pays higher dividends than BALCX: FFIMX (2.23) vs BALCX (1.16). 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). FFIMX annual gain was more profitable for investors over the last year : 7.87 vs. BALCX (6.89). BALCX return over 5 years is better than : 32.72 vs. FFIMX (24.04).
| 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 | 9.686 | 9.540 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.16 | 2.23 | 52% |
| Returns for 1 year | 6.89 | 7.87 | 88% |
| Returns for 3 years | 33.62 | 24.29 | 138% |
| Returns for 5 years | 32.72 | 24.04 | 136% |
| Returns for 10 years | 69.03 | 55.66 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement