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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
Fidelity Advisor Asset Manager 60% M
Price$15.00
Change+$0.14 (+0.94%)
VolumeN/A
Net Assets4.21B
BALCX vs FSATX Comparison Chart
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BALCX vs. FSATX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. FSATX (4.21B). FSATX pays higher dividends than BALCX: FSATX (1.56) vs BALCX (1.28). BALCX was incepted earlier than FSATX: BALCX (24 years) vs FSATX (18 years). BALCX (1.32) is less costly to investors than FSATX (1.19). BALCX is a more actively managed with annual turnover of: 171.00 vs. FSATX (21.00). 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 : 2.30 vs. BALCX (0.88). FSATX return over 5 years is better than : 34.08 vs. BALCX (28.57).
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | 1.32 | 1.19 | 111% |
| Annual Report Gross Expense Ratio | 1.32 | 1.19 | 111% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -4.013 | -3.129 | 128% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.21B | 5,350% |
| Annual Yield % from dividends | 1.28 | 1.56 | 82% |
| Returns for 1 year | 0.88 | 2.30 | 38% |
| Returns for 3 years | 10.05 | 7.88 | 128% |
| Returns for 5 years | 28.57 | 34.08 | 84% |
| Returns for 10 years | 37.55 | 37.13 | 101% |
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