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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$37.10
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 60% A
Price$16.75
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets4.44B
BALFX vs FSAAX Comparison Chart in %
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BALFX vs. FSAAX commentary
Jul 30, 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 Buy and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. FSAAX (4.44B). BALFX pays higher dividends than FSAAX: BALFX (1.81) vs FSAAX (1.68). BALFX was incepted earlier than FSAAX: BALFX (24 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 : 10.46 vs. BALFX (9.14). BALFX return over 5 years is better than : 38.22 vs. FSAAX (34.51).
| BALFX | FSAAX | BALFX / FSAAX | |
| Total Expense Ratio | 0.61 | 0.94 | 65% |
| Annual Report Gross Expense Ratio | 0.61 | 0.94 | 65% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.013 | 9.150 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.44B | 5,721% |
| Annual Yield % from dividends | 1.81 | 1.68 | 108% |
| Returns for 1 year | 9.14 | 10.46 | 87% |
| Returns for 3 years | 31.18 | 25.86 | 121% |
| Returns for 5 years | 38.22 | 34.51 | 111% |
| Returns for 10 years | 63.85 | 60.87 | 105% |
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