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BALCX vs FFTMX
BALCX vs FFTMX Comparison
Open Charts BALCX vs FFTMX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 50% M
Price$22.40
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets10.08B
BALCX vs FFTMX Comparison Chart in %
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BALCX vs. FFTMX commentary
Nov 20, 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 Hold and FFTMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FFTMX (10.1B). FFTMX pays higher dividends than BALCX: FFTMX (1.73) vs BALCX (1.10). BALCX was incepted earlier than FFTMX: BALCX (25 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). FFTMX annual gain was more profitable for investors over the last year : 8.89 vs. BALCX (8.17). BALCX return over 5 years is better than : 34.58 vs. FFTMX (19.81).
| BALCX | FFTMX | BALCX / FFTMX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.334 | 11.504 | 116% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.1B | 2,604% |
| Annual Yield % from dividends | 1.10 | 1.73 | 64% |
| Returns for 1 year | 8.17 | 8.89 | 92% |
| Returns for 3 years | 38.17 | 27.21 | 140% |
| Returns for 5 years | 34.58 | 19.81 | 175% |
| Returns for 10 years | 63.59 | 46.83 | 136% |
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