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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$32.00
Change-$1.21 (-3.64%)
VolumeN/A
Net Assets220.57B
Fidelity Advisor Asset Manager 60% I
Price$14.64
Change-$0.56 (-3.68%)
VolumeN/A
Net Assets4.21B
BALCX vs FSNIX Comparison Chart
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BALCX vs. FSNIX commentary
Apr 06, 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 Hold and FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 221B vs. FSNIX (4.21B). FSNIX pays higher dividends than BALCX: FSNIX (2.12) vs BALCX (1.28). BALCX was incepted earlier than FSNIX: BALCX (24 years) vs FSNIX (18 years). BALCX (1.32) is less costly to investors than FSNIX (0.69). 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). FSNIX annual gain was more profitable for investors over the last year : -1.21 vs. BALCX (-2.35). FSNIX return over 5 years is better than : 46.06 vs. BALCX (36.57).
| BALCX | FSNIX | BALCX / FSNIX | |
| Total Expense Ratio | 1.32 | 0.69 | 191% |
| Annual Report Gross Expense Ratio | 1.32 | 0.69 | 191% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -5.895 | -5.487 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 4.21B | 5,254% |
| Annual Yield % from dividends | 1.28 | 2.12 | 61% |
| Returns for 1 year | -2.35 | -1.21 | 195% |
| Returns for 3 years | 4.39 | 1.95 | 225% |
| Returns for 5 years | 36.57 | 46.06 | 79% |
| Returns for 10 years | 36.76 | 42.46 | 87% |
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