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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Fidelity Advisor Asset Manager 60% M
Price$17.28
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets4.81B
BALCX vs FSATX Comparison Chart in %
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BALCX vs. FSATX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. FSATX (4.81B). FSATX pays higher dividends than BALCX: FSATX (1.35) vs BALCX (1.10). 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 : 11.13 vs. BALCX (8.00). BALCX return over 5 years is better than : 33.87 vs. FSATX (29.60).
| 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 | 13.040 | 13.299 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 4.81B | 5,485% |
| Annual Yield % from dividends | 1.10 | 1.35 | 82% |
| Returns for 1 year | 8.00 | 11.13 | 72% |
| Returns for 3 years | 37.81 | 35.37 | 107% |
| Returns for 5 years | 33.87 | 29.60 | 114% |
| Returns for 10 years | 63.16 | 67.34 | 94% |
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