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BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan K6
Price$17.56
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets2.19B
BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Oct 08, 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 Hold and FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FPKFX (2.19B). FPKFX pays higher dividends than BALCX: FPKFX (1.68) vs BALCX (1.12). BALCX was incepted earlier than FPKFX: BALCX (25 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 : 10.22 vs. BALCX (9.16). FPKFX return over 5 years is better than : 54.87 vs. BALCX (38.15).
| BALCX | FPKFX | BALCX / FPKFX | |
| Total Expense Ratio | 1.31 | 0.32 | 409% |
| Annual Report Gross Expense Ratio | 1.31 | 0.32 | 409% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 13.806 | 9.610 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.19B | 12,141% |
| Annual Yield % from dividends | 1.12 | 1.68 | 67% |
| Returns for 1 year | 9.16 | 10.22 | 90% |
| Returns for 3 years | 48.04 | 59.94 | 80% |
| Returns for 5 years | 38.15 | 54.87 | 70% |
| Returns for 10 years | 68.87 | N/A | - |
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