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BALFX vs FSANX
BALFX vs FSANX Comparison
Open Charts BALFX vs FSANX
American Funds American Balanced F1
Price$33.09
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Fidelity Asset Manager 60%
Price$14.94
Change+$0.18 (+1.22%)
VolumeN/A
Net Assets4.21B
BALFX vs FSANX Comparison Chart
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BALFX vs. FSANX commentary
Apr 12, 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: 224B vs. FSANX (4.21B). FSANX pays higher dividends than BALFX: FSANX (2.10) vs BALFX (1.95). BALFX was incepted earlier than FSANX: BALFX (24 years) vs FSANX (18 years). FSANX (0.64) and BALFX (0.62) have similar cost to investors . 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 : 0.87 vs. FSANX (-0.35). FSANX return over 5 years is better than : 37.18 vs. BALFX (35.20).
| BALFX | FSANX | BALFX / FSANX | |
| Total Expense Ratio | 0.62 | 0.64 | 97% |
| Annual Report Gross Expense Ratio | 0.62 | 0.64 | 97% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -3.237 | -4.713 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 1.95 | 2.10 | 93% |
| Returns for 1 year | 0.87 | -0.35 | -246% |
| Returns for 3 years | 10.30 | 5.37 | 192% |
| Returns for 5 years | 35.20 | 37.18 | 95% |
| Returns for 10 years | 45.49 | 43.14 | 105% |