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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$36.58
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Fidelity Advisor Asset Manager 60% I
Price$16.75
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets4.44B
BALCX vs FSNIX Comparison Chart in %
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BALCX vs. FSNIX commentary
Jul 18, 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: 252B vs. FSNIX (4.44B). FSNIX pays higher dividends than BALCX: FSNIX (1.96) vs BALCX (1.19). 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 : 7.58 vs. BALCX (6.23). FSNIX (36.18) and BALCX (34.75) have equivalent 5 years return.
| 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 | 7.714 | 7.682 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.19 | 1.96 | 61% |
| Returns for 1 year | 6.23 | 7.58 | 82% |
| Returns for 3 years | 33.48 | 31.49 | 106% |
| Returns for 5 years | 34.75 | 36.18 | 96% |
| Returns for 10 years | 55.47 | 62.02 | 89% |
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