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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$33.61
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
Fidelity Advisor Asset Manager 60% M
Price$15.19
Change-$0.11 (-0.72%)
VolumeN/A
Net Assets4.35B
BALCX vs FSATX Comparison Chart
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BALCX vs. FSATX commentary
Mar 14, 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: 234B vs. FSATX (4.36B). FSATX pays higher dividends than BALCX: FSATX (1.52) vs BALCX (1.26). BALCX was incepted earlier than FSATX: BALCX (24 years) vs FSATX (17 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 : 3.44 vs. BALCX (2.72). FSATX return over 5 years is better than : 43.29 vs. BALCX (37.73).
| 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 | 17 years | - |
| Gain YTD | -1.161 | -0.261 | 445% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.36B | 5,373% |
| Annual Yield % from dividends | 1.26 | 1.52 | 83% |
| Returns for 1 year | 2.72 | 3.44 | 79% |
| Returns for 3 years | 13.62 | 11.46 | 119% |
| Returns for 5 years | 37.73 | 43.29 | 87% |
| Returns for 10 years | 43.64 | 44.83 | 97% |
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