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BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$37.19
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets256.44B
Fidelity Puritan K6
Price$17.10
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.14B
BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Aug 16, 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 BALCX is a Buy and FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. FPKFX (2.14B). FPKFX pays higher dividends than BALCX: FPKFX (1.73) vs BALCX (1.18). BALCX was incepted earlier than FPKFX: BALCX (24 years) vs FPKFX (6 years). BALCX (1.31) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. BALCX (44.00). FPKFX has a lower initial minimum investment than BALCX: FPKFX (0) vs BALCX (250). FPKFX annual gain was more profitable for investors over the last year : 11.30 vs. BALCX (8.38). FPKFX return over 5 years is better than : 55.46 vs. BALCX (34.16).
| BALCX | FPKFX | BALCX / FPKFX | |
| Total Expense Ratio | 1.31 | 0.32 | 409% |
| Annual Report Gross Expense Ratio | 1.31 | 0.32 | 409% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.510 | 6.801 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.14B | 11,991% |
| Annual Yield % from dividends | 1.18 | 1.73 | 68% |
| Returns for 1 year | 8.38 | 11.30 | 74% |
| Returns for 3 years | 27.48 | 39.28 | 70% |
| Returns for 5 years | 34.16 | 55.46 | 62% |
| Returns for 10 years | 59.28 | N/A | - |
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