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BALCX vs FSATX
BALCX vs FSATX Comparison
Open Charts BALCX vs FSATX
American Funds American Balanced C
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$15.99
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
BALCX vs FSATX Comparison Chart
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BALCX vs. FSATX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B 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 : 23.86 vs. FSATX (19.97). BALCX return over 5 years is better than : 33.79 vs. FSATX (29.67).
| 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 | 15.029 | 10.781 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.21B | 5,705% |
| Annual Yield % from dividends | 1.59 | 1.35 | 117% |
| Returns for 1 year | 23.86 | 19.97 | 119% |
| Returns for 3 years | 10.30 | 1.22 | 842% |
| Returns for 5 years | 33.79 | 29.67 | 114% |
| Returns for 10 years | 47.46 | 44.30 | 107% |
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