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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$16.02
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
BALCX vs FSATX Comparison Chart
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BALCX vs. FSATX commentary
Nov 23, 2024
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 StrongBuy and FSATX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. FSATX (4.21B). BALCX pays higher dividends than FSATX: BALCX (1.59) vs FSATX (1.35). BALCX was incepted earlier than FSATX: BALCX (24 years) vs FSATX (17 years). 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). BALCX annual gain was more profitable for investors over the last year : 20.28 vs. FSATX (16.55). BALCX return over 5 years is better than : 32.82 vs. FSATX (28.99).
| BALCX | FSATX | BALCX / FSATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.555 | 10.712 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.21B | 5,657% |
| Annual Yield % from dividends | 1.59 | 1.35 | 117% |
| Returns for 1 year | 20.28 | 16.55 | 123% |
| Returns for 3 years | 10.57 | 2.40 | 439% |
| Returns for 5 years | 32.82 | 28.99 | 113% |
| Returns for 10 years | 45.39 | 42.74 | 106% |
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