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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$36.55
Change+$0.22 (+0.61%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.36
Change+$0.15 (+0.93%)
VolumeN/A
CapitalizationN/A
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BALCX vs FSNIX Comparison Chart
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BALCX vs. FSNIX commentary
Nov 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
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 : 24.80 vs. FSNIX (21.47). BALCX (34.92) and FSNIX (33.93) 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 | 15.630 | 11.902 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 4.21B | - |
| Annual Yield % from dividends | 1.59 | 1.79 | 89% |
| Returns for 1 year | 24.80 | 21.47 | 115% |
| Returns for 3 years | 10.88 | 2.99 | 363% |
| Returns for 5 years | 34.92 | 33.93 | 103% |
| Returns for 10 years | 48.69 | 52.84 | 92% |
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