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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 50% M
Price$20.83
Change-$0.14 (-0.67%)
VolumeN/A
CapitalizationN/A
BALCX vs FFTMX Comparison Chart
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BALCX vs. FFTMX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FFTMX (9.52B). 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 annual gain was more profitable for investors over the last year : 20.01 vs. FFTMX (14.59). BALCX return over 5 years is better than : 30.97 vs. FFTMX (19.65).
| 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 | 13.321 | 8.259 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 9.52B | 2,479% |
| Annual Yield % from dividends | 1.59 | 1.61 | 99% |
| Returns for 1 year | 20.01 | 14.59 | 137% |
| Returns for 3 years | 8.73 | -3.21 | -272% |
| Returns for 5 years | 30.97 | 19.65 | 158% |
| Returns for 10 years | 44.77 | 24.84 | 180% |
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