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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Advisor Asset Manager 60% A
Price$15.61
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets4.31B
BALFX vs FSAAX Comparison Chart
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BALFX vs. FSAAX commentary
Jan 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: 240B vs. FSAAX (4.31B). BALFX pays higher dividends than FSAAX: BALFX (2.21) vs FSAAX (1.57). BALFX was incepted earlier than FSAAX: BALFX (24 years) vs FSAAX (17 years). 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). BALFX annual gain was more profitable for investors over the last year : 12.25 vs. FSAAX (10.73). BALFX return over 5 years is better than : 29.72 vs. FSAAX (26.81).
| BALFX | FSAAX | BALFX / FSAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 1.953 | 1.298 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.31B | 5,568% |
| Annual Yield % from dividends | 2.21 | 1.57 | 141% |
| Returns for 1 year | 12.25 | 10.73 | 114% |
| Returns for 3 years | 12.28 | 5.84 | 210% |
| Returns for 5 years | 29.72 | 26.81 | 111% |
| Returns for 10 years | 55.85 | 54.73 | 102% |