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BALFX vs FSANX
BALFX vs FSANX Comparison
Open Charts BALFX vs FSANX
American Funds American Balanced F1
Price$34.31
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
Fidelity Asset Manager 60%
Price$15.69
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets4.18B
BALFX vs FSANX Comparison Chart
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BALFX vs. FSANX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. FSANX (4.18B). FSANX pays higher dividends than BALFX: FSANX (2.09) vs BALFX (1.95). 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 : 4.89 vs. BALFX (4.18). FSANX return over 5 years is better than : 39.59 vs. BALFX (36.45).
| 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 | 0.331 | 1.097 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 1.95 | 2.09 | 94% |
| Returns for 1 year | 4.18 | 4.89 | 85% |
| Returns for 3 years | 21.45 | 20.53 | 104% |
| Returns for 5 years | 36.45 | 39.59 | 92% |
| Returns for 10 years | 50.68 | 52.93 | 96% |