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BALCX vs FSNIX
BALCX vs FSNIX Comparison
Open Charts BALCX vs FSNIX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 60% I
Price$15.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
BALCX vs FSNIX Comparison Chart
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BALCX vs. FSNIX commentary
May 09, 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: 234B vs. FSNIX (4.18B). FSNIX pays higher dividends than BALCX: FSNIX (2.11) vs BALCX (1.29). 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 : 5.19 vs. BALCX (3.96). FSNIX return over 5 years is better than : 39.07 vs. BALCX (32.61).
| 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 | 0.192 | 0.968 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 1.29 | 2.11 | 61% |
| Returns for 1 year | 3.96 | 5.19 | 76% |
| Returns for 3 years | 19.76 | 20.52 | 96% |
| Returns for 5 years | 32.61 | 39.07 | 83% |
| Returns for 10 years | 44.56 | 51.79 | 86% |