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BALCX vs FSCNX
BALCX vs FSCNX Comparison
Open Charts BALCX vs FSCNX
American Funds American Balanced C
Price$32.84
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
Fidelity Advisor Asset Manager 60% C
Price$14.63
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets4.21B
BALCX vs FSCNX Comparison Chart
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BALCX vs. FSCNX commentary
Apr 12, 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 FSCNX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 224B vs. FSCNX (4.21B). BALCX pays higher dividends than FSCNX: BALCX (1.28) vs FSCNX (0.98). BALCX was incepted earlier than FSCNX: BALCX (24 years) vs FSCNX (18 years). FSCNX (1.69) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. FSCNX (21.00). FSCNX has a lower initial minimum investment than BALCX: FSCNX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 0.12 vs. FSCNX (-1.42). BALCX (31.24) and FSCNX (29.86) have equivalent 5 years return.
| BALCX | FSCNX | BALCX / FSCNX | |
| Total Expense Ratio | 1.32 | 1.69 | 78% |
| Annual Report Gross Expense Ratio | 1.32 | 1.69 | 78% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -3.425 | -4.997 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 1.28 | 0.98 | 131% |
| Returns for 1 year | 0.12 | -1.42 | -8% |
| Returns for 3 years | 8.46 | 1.99 | 424% |
| Returns for 5 years | 31.24 | 29.86 | 105% |
| Returns for 10 years | 39.73 | 31.00 | 128% |