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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$36.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs FSNIX Comparison Chart
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BALCX vs. FSNIX 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 FSNIX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 237B vs. FSNIX (4.21B). FSNIX pays higher dividends than BALCX: FSNIX (1.79) vs BALCX (1.59). BALCX was incepted earlier than FSNIX: BALCX (24 years) vs FSNIX (17 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FSNIX (21.00). FSNIX has a lower initial minimum investment than BALCX: FSNIX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 19.92 vs. FSNIX (16.70). BALCX (32.42) and FSNIX (32.00) have equivalent 5 years return.
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.207 | 10.876 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 4.21B | 5,633% |
| Annual Yield % from dividends | 1.59 | 1.79 | 89% |
| Returns for 1 year | 19.92 | 16.70 | 119% |
| Returns for 3 years | 10.33 | 3.47 | 298% |
| Returns for 5 years | 32.42 | 32.00 | 101% |
| Returns for 10 years | 45.06 | 49.91 | 90% |
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