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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Advisor Asset Manager 60% M
Price$17.43
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets4.68B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Oct 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 Hold and FSATX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FSATX (4.68B). FSATX pays higher dividends than BALCX: FSATX (1.38) vs BALCX (1.12). BALCX was incepted earlier than FSATX: BALCX (25 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 : 11.35 vs. BALCX (9.16). BALCX return over 5 years is better than : 38.15 vs. FSATX (35.07).
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | 1.31 | 1.19 | 110% |
| Annual Report Gross Expense Ratio | 1.31 | 1.19 | 110% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 13.806 | 14.016 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.12 | 1.38 | 81% |
| Returns for 1 year | 9.16 | 11.35 | 81% |
| Returns for 3 years | 48.04 | 43.72 | 110% |
| Returns for 5 years | 38.15 | 35.07 | 109% |
| Returns for 10 years | 68.87 | 70.56 | 98% |
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