Interact to see
Advertisement
Advertisement
BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% A
Price$17.21
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets4.55B
BALFX vs FSAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FSAAX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. FSAAX (4.55B). BALFX pays higher dividends than FSAAX: BALFX (1.77) vs FSAAX (1.63). 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 : 11.92 vs. BALFX (11.26). BALFX return over 5 years is better than : 39.98 vs. FSAAX (34.70).
| 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 | 11.360 | 11.097 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.77 | 1.63 | 108% |
| Returns for 1 year | 11.26 | 11.92 | 94% |
| Returns for 3 years | 36.52 | 30.70 | 119% |
| Returns for 5 years | 39.98 | 34.70 | 115% |
| Returns for 10 years | 75.59 | 72.05 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement