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BALFX vs FSAAX
BALFX vs FSAAX Comparison
Open Charts BALFX vs FSAAX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
Fidelity Advisor Asset Manager 60% A
Price$15.84
Change-$0.13 (-0.81%)
VolumeN/A
Net Assets4.39B
BALFX vs FSAAX Comparison Chart
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BALFX vs. FSAAX commentary
Feb 23, 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 Hold and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 245B vs. FSAAX (4.39B). 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). FSAAX (9.39) and BALFX (9.19) have marching annual gain over last year. BALFX (29.96) and FSAAX (29.15) have equivalent 5 years return.
| 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 | 2.886 | 3.634 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 4.39B | 5,578% |
| Annual Yield % from dividends | 2.21 | 1.57 | 141% |
| Returns for 1 year | 9.19 | 9.39 | 98% |
| Returns for 3 years | 17.52 | 12.03 | 146% |
| Returns for 5 years | 29.96 | 29.15 | 103% |
| Returns for 10 years | 52.44 | 52.74 | 99% |
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