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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% M
Price$21.77
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Jul 27, 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: 254B vs. FFTMX (9.63B). FFTMX pays higher dividends than BALCX: FFTMX (1.79) vs BALCX (1.19). BALCX was incepted earlier than FFTMX: BALCX (24 years) vs FFTMX (19 years). BALCX (1.31) is less costly to investors than FFTMX (1.08). BALCX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (12.00). FFTMX has a lower initial minimum investment than BALCX: FFTMX (0) vs BALCX (250). BALCX (9.43) and FFTMX (9.40) have marching annual gain over last year. BALCX return over 5 years is better than : 35.43 vs. FFTMX (23.82).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 8.597 | 7.918 | 109% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.19 | 1.79 | 67% |
| Returns for 1 year | 9.43 | 9.40 | 100% |
| Returns for 3 years | 32.20 | 21.53 | 150% |
| Returns for 5 years | 35.43 | 23.82 | 149% |
| Returns for 10 years | 58.21 | 39.94 | 146% |
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