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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Fidelity Advisor Asset Manager 50% M
Price$20.15
Change+$0.22 (+1.10%)
VolumeN/A
Net Assets9.28B
BALCX vs FFTMX Comparison Chart
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BALCX vs. FFTMX commentary
Apr 25, 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 FFTMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 227B vs. FFTMX (9.28B). FFTMX pays higher dividends than BALCX: FFTMX (1.87) vs BALCX (1.28). BALCX was incepted earlier than FFTMX: BALCX (24 years) vs FFTMX (19 years). BALCX (1.32) is less costly to investors than FFTMX (1.08). 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). FFTMX annual gain was more profitable for investors over the last year : 2.17 vs. BALCX (0.88). BALCX return over 5 years is better than : 28.57 vs. FFTMX (23.69).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | 1.32 | 1.08 | 122% |
| Annual Report Gross Expense Ratio | 1.32 | 1.08 | 122% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -4.013 | -2.511 | 160% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 9.28B | 2,445% |
| Annual Yield % from dividends | 1.28 | 1.87 | 69% |
| Returns for 1 year | 0.88 | 2.17 | 40% |
| Returns for 3 years | 10.05 | 4.27 | 236% |
| Returns for 5 years | 28.57 | 23.69 | 121% |
| Returns for 10 years | 37.55 | 23.15 | 162% |
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