BALCX
Price
$36.71
Change
-$0.02 (-0.05%)
Updated
Aug 7 closing price
Net Assets
253.12B
FSATX
Price
$16.71
Change
+$0.05 (+0.30%)
Updated
Aug 7 closing price
Net Assets
4.45B
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BALCX vs FSATX

Header iconBALCX vs FSATX Comparison
Open Charts BALCX vs FSATXBanner chart's image
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Fidelity Advisor Asset Manager 60% M
Price$16.71
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.45B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Aug 08, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B 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 : 12.71 vs. BALCX (10.54). BALCX (32.47) and FSATX (31.04) have equivalent 5 years return.
BALCXFSATXBALCX / FSATX
Total Expense Ratio1.311.19110%
Annual Report Gross Expense Ratio1.311.19110%
Fund Existence24 years18 years-
Gain YTD8.0968.60594%
Front LoadN/A4%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets253B4.45B5,680%
Annual Yield % from dividends1.181.4482%
Returns for 1 year10.5412.7183%
Returns for 3 years28.4324.04118%
Returns for 5 years32.4731.04105%
Returns for 10 years56.7256.86100%
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