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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 50% M
Price$20.82
Change-$0.37 (-1.75%)
VolumeN/A
CapitalizationN/A
BALCX vs FFTMX Comparison Chart
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BALCX vs. FFTMX commentary
Dec 19, 2024
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 StrongBuy and FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. FFTMX (9.73B). FFTMX (1.61) and BALCX (1.59) have matching dividends . BALCX was incepted earlier than FFTMX: BALCX (24 years) vs FFTMX (18 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FFTMX (20.00). FFTMX has a lower initial minimum investment than BALCX: FFTMX (0) vs BALCX (250). BALCX (11.89) and FFTMX (11.33) have marching annual gain over last year. BALCX return over 5 years is better than : 28.93 vs. FFTMX (19.34).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.937 | 10.130 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 9.73B | 2,477% |
| Annual Yield % from dividends | 1.59 | 1.61 | 99% |
| Returns for 1 year | 11.89 | 11.33 | 105% |
| Returns for 3 years | 10.17 | 0.50 | 2,038% |
| Returns for 5 years | 28.93 | 19.34 | 150% |
| Returns for 10 years | 40.96 | 36.00 | 114% |
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