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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$34.34
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 60% A
Price$15.56
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
BALFX vs FSAAX Comparison Chart
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BALFX vs. FSAAX 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 BALFX is a Buy and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. FSAAX (4.18B). BALFX pays higher dividends than FSAAX: BALFX (1.95) vs FSAAX (1.80). 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 (4.89) and BALFX (4.68) have marching annual gain over last year. FSAAX (37.34) and BALFX (36.57) have equivalent 5 years return.
| 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 | 0.419 | 0.909 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 1.95 | 1.80 | 108% |
| Returns for 1 year | 4.68 | 4.89 | 96% |
| Returns for 3 years | 21.77 | 19.58 | 111% |
| Returns for 5 years | 36.57 | 37.34 | 98% |
| Returns for 10 years | 50.51 | 47.69 | 106% |
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