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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
Fidelity Advisor Asset Manager 60% A
Price$14.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets4.21B
BALFX vs FSAAX Comparison Chart
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BALFX vs. FSAAX commentary
Apr 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 225B vs. FSAAX (4.21B). BALFX pays higher dividends than FSAAX: BALFX (1.95) vs FSAAX (1.81). BALFX was incepted earlier than FSAAX: BALFX (24 years) vs FSAAX (18 years). FSAAX (0.94) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. FSAAX (21.00). 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 : 3.31 vs. BALFX (2.53). FSAAX return over 5 years is better than : 34.90 vs. BALFX (31.55).
| BALFX | FSAAX | BALFX / FSAAX | |
| Total Expense Ratio | 0.62 | 0.94 | 66% |
| Annual Report Gross Expense Ratio | 0.62 | 0.94 | 66% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -3.705 | -3.245 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.21B | 5,350% |
| Annual Yield % from dividends | 1.95 | 1.81 | 108% |
| Returns for 1 year | 2.53 | 3.31 | 76% |
| Returns for 3 years | 9.90 | 6.29 | 157% |
| Returns for 5 years | 31.55 | 34.90 | 90% |
| Returns for 10 years | 44.27 | 41.12 | 108% |