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BALFX vs FSANX
BALFX vs FSANX Comparison
Open Charts BALFX vs FSANX
American Funds American Balanced F1
Price$36.72
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
Fidelity Asset Manager 60%
Price$16.67
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets4.45B
BALFX vs FSANX Comparison Chart in %
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BALFX vs. FSANX commentary
Aug 03, 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 FSANX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 251B vs. FSANX (4.45B). FSANX pays higher dividends than BALFX: FSANX (1.93) vs BALFX (1.79). BALFX was incepted earlier than FSANX: BALFX (24 years) vs FSANX (18 years). FSANX (0.64) and BALFX (0.61) have similar cost to investors . BALFX is a more actively managed with annual turnover of: 44.00 vs. FSANX (17.00). FSANX has a lower initial minimum investment than BALFX: FSANX (0) vs BALFX (250). FSANX annual gain was more profitable for investors over the last year : 9.15 vs. BALFX (7.45). BALFX return over 5 years is better than : 37.12 vs. FSANX (34.91).
| BALFX | FSANX | BALFX / FSANX | |
| Total Expense Ratio | 0.61 | 0.64 | 95% |
| Annual Report Gross Expense Ratio | 0.61 | 0.64 | 95% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 7.694 | 7.618 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 4.45B | 5,635% |
| Annual Yield % from dividends | 1.79 | 1.93 | 93% |
| Returns for 1 year | 7.45 | 9.15 | 81% |
| Returns for 3 years | 30.73 | 26.02 | 118% |
| Returns for 5 years | 37.12 | 34.91 | 106% |
| Returns for 10 years | 62.25 | 64.08 | 97% |
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