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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$36.54
Change+$0.20 (+0.55%)
VolumeN/A
Net Assets252.22B
Fidelity Advisor Asset Manager 60% M
Price$16.53
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets4.44B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Jul 11, 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: 252B vs. FSATX (4.44B). FSATX pays higher dividends than BALCX: FSATX (1.45) vs BALCX (1.19). 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 : 7.98 vs. BALCX (6.70). BALCX return over 5 years is better than : 35.90 vs. FSATX (33.65).
| 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 | 7.596 | 7.236 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.19 | 1.45 | 82% |
| Returns for 1 year | 6.70 | 7.98 | 84% |
| Returns for 3 years | 32.26 | 28.23 | 114% |
| Returns for 5 years | 35.90 | 33.65 | 107% |
| Returns for 10 years | 57.58 | 55.57 | 104% |
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