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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$37.26
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 60% M
Price$16.93
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.45B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Aug 29, 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 FSATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. FSATX (4.45B). FSATX pays higher dividends than BALCX: FSATX (1.44) vs BALCX (1.18). BALCX was incepted earlier than FSATX: BALCX (24 years) vs FSATX (18 years). BALCX (1.31) is less costly to investors than FSATX (1.19). BALCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than BALCX: FSATX (0) vs BALCX (250). FSATX annual gain was more profitable for investors over the last year : 8.67 vs. BALCX (6.50). BALCX return over 5 years is better than : 32.76 vs. FSATX (30.29).
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | 1.31 | 1.19 | 110% |
| Annual Report Gross Expense Ratio | 1.31 | 1.19 | 110% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.716 | 10.300 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 4.45B | 5,725% |
| Annual Yield % from dividends | 1.18 | 1.44 | 82% |
| Returns for 1 year | 6.50 | 8.67 | 75% |
| Returns for 3 years | 31.96 | 28.26 | 113% |
| Returns for 5 years | 32.76 | 30.29 | 108% |
| Returns for 10 years | 65.25 | 65.61 | 99% |
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