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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Fidelity Advisor Asset Manager 60% I
Price$16.20
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.3B
BALCX vs FSNIX Comparison Chart
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BALCX vs. FSNIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. FSNIX (4.3B). FSNIX pays higher dividends than BALCX: FSNIX (2.04) vs BALCX (1.24). 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 : 7.26 vs. BALCX (6.16). FSNIX return over 5 years is better than : 34.97 vs. BALCX (30.52).
| 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 | 4.280 | 4.648 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.24 | 2.04 | 61% |
| Returns for 1 year | 6.16 | 7.26 | 85% |
| Returns for 3 years | 20.86 | 20.80 | 100% |
| Returns for 5 years | 30.52 | 34.97 | 87% |
| Returns for 10 years | 52.67 | 58.42 | 90% |
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