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BALCX vs FSANX
BALCX vs FSANX Comparison
Open Charts BALCX vs FSANX
American Funds American Balanced C
Price$32.84
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
Fidelity Asset Manager 60%
Price$14.94
Change+$0.18 (+1.22%)
VolumeN/A
Net Assets4.21B
BALCX vs FSANX Comparison Chart
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BALCX vs. FSANX commentary
Apr 12, 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 FSANX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 224B vs. FSANX (4.21B). FSANX pays higher dividends than BALCX: FSANX (2.10) vs BALCX (1.28). BALCX was incepted earlier than FSANX: BALCX (24 years) vs FSANX (18 years). BALCX (1.32) is less costly to investors than FSANX (0.64). BALCX is a more actively managed with annual turnover of: 171.00 vs. FSANX (21.00). FSANX has a lower initial minimum investment than BALCX: FSANX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 0.12 vs. FSANX (-0.35). FSANX return over 5 years is better than : 37.18 vs. BALCX (31.24).
| BALCX | FSANX | BALCX / FSANX | |
| Total Expense Ratio | 1.32 | 0.64 | 206% |
| Annual Report Gross Expense Ratio | 1.32 | 0.64 | 206% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -3.425 | -4.713 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 1.28 | 2.10 | 61% |
| Returns for 1 year | 0.12 | -0.35 | -34% |
| Returns for 3 years | 8.46 | 5.37 | 158% |
| Returns for 5 years | 31.24 | 37.18 | 84% |
| Returns for 10 years | 39.73 | 43.14 | 92% |