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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 60% A
Price$17.41
Change-$0.10 (-0.57%)
VolumeN/A
Net Assets4.81B
BALFX vs FSAAX Comparison Chart in %
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BALFX vs. FSAAX commentary
Nov 20, 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 BALFX is a Hold and FSAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. FSAAX (4.81B). BALFX pays higher dividends than FSAAX: BALFX (1.70) vs FSAAX (1.57). BALFX was incepted earlier than FSAAX: BALFX (25 years) vs FSAAX (18 years). FSAAX (0.94) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than BALFX: FSAAX (0) vs BALFX (250). FSAAX annual gain was more profitable for investors over the last year : 10.48 vs. BALFX (8.95). BALFX return over 5 years is better than : 38.60 vs. FSAAX (30.57).
| BALFX | FSAAX | BALFX / FSAAX | |
| Total Expense Ratio | 0.61 | 0.94 | 65% |
| Annual Report Gross Expense Ratio | 0.61 | 0.94 | 65% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 14.015 | 12.979 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.81B | 5,464% |
| Annual Yield % from dividends | 1.70 | 1.57 | 108% |
| Returns for 1 year | 8.95 | 10.48 | 85% |
| Returns for 3 years | 40.90 | 35.67 | 115% |
| Returns for 5 years | 38.60 | 30.57 | 126% |
| Returns for 10 years | 70.89 | 70.56 | 100% |
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