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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Fidelity Advisor Asset Manager 60% I
Price$16.93
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.45B
BALCX vs FSNIX Comparison Chart in %
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BALCX vs. FSNIX commentary
Aug 08, 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 FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. FSNIX (4.45B). FSNIX pays higher dividends than BALCX: FSNIX (1.95) vs BALCX (1.18). BALCX was incepted earlier than FSNIX: BALCX (24 years) vs FSNIX (18 years). BALCX (1.31) is less costly to investors than FSNIX (0.69). BALCX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). FSNIX has a lower initial minimum investment than BALCX: FSNIX (0) vs BALCX (250). FSNIX annual gain was more profitable for investors over the last year : 13.31 vs. BALCX (10.54). FSNIX return over 5 years is better than : 34.38 vs. BALCX (32.47).
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | 1.31 | 0.69 | 190% |
| Annual Report Gross Expense Ratio | 1.31 | 0.69 | 190% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 8.096 | 8.974 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 4.45B | 5,680% |
| Annual Yield % from dividends | 1.18 | 1.95 | 60% |
| Returns for 1 year | 10.54 | 13.31 | 79% |
| Returns for 3 years | 28.43 | 25.97 | 109% |
| Returns for 5 years | 32.47 | 34.38 | 94% |
| Returns for 10 years | 56.72 | 65.26 | 87% |
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