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BALFX vs FSANX
BALFX vs FSANX Comparison
Open Charts BALFX vs FSANX
American Funds American Balanced F1
Price$35.35
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Fidelity Asset Manager 60%
Price$15.88
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets4.31B
BALFX vs FSANX Comparison Chart
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BALFX vs. FSANX commentary
Jan 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 Buy and FSANX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. FSANX (4.31B). BALFX pays higher dividends than FSANX: BALFX (2.21) vs FSANX (1.84). BALFX was incepted earlier than FSANX: BALFX (24 years) vs FSANX (17 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FSANX (21.00). FSANX has a lower initial minimum investment than BALFX: FSANX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.41 vs. FSANX (11.49). BALFX (31.58) and FSANX (31.05) have equivalent 5 years return.
| BALFX | FSANX | BALFX / FSANX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 3.061 | 2.518 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.31B | 5,615% |
| Annual Yield % from dividends | 2.21 | 1.84 | 120% |
| Returns for 1 year | 12.41 | 11.49 | 108% |
| Returns for 3 years | 15.85 | 9.90 | 160% |
| Returns for 5 years | 31.58 | 31.05 | 102% |
| Returns for 10 years | 56.09 | 59.95 | 94% |