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BALCX vs FSANX
BALCX vs FSANX Comparison
Open Charts BALCX vs FSANX
American Funds American Balanced C
Price$35.08
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Fidelity Asset Manager 60%
Price$15.88
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets4.31B
BALCX vs FSANX Comparison Chart
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BALCX vs. FSANX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FSANX (4.31B). FSANX pays higher dividends than BALCX: FSANX (1.84) vs BALCX (1.59). BALCX was incepted earlier than FSANX: BALCX (24 years) vs FSANX (17 years). 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 (11.60) and FSANX (11.49) have marching annual gain over last year. FSANX return over 5 years is better than : 31.05 vs. BALCX (27.75).
| BALCX | FSANX | BALCX / FSANX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 3.025 | 2.518 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.31B | 5,615% |
| Annual Yield % from dividends | 1.59 | 1.84 | 86% |
| Returns for 1 year | 11.60 | 11.49 | 101% |
| Returns for 3 years | 14.05 | 9.90 | 142% |
| Returns for 5 years | 27.75 | 31.05 | 89% |
| Returns for 10 years | 50.15 | 59.95 | 84% |
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