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BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Fidelity Puritan K6
Price$17.11
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets2.23B
BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FPKFX (2.23B). FPKFX pays higher dividends than BALCX: FPKFX (1.74) vs BALCX (1.10). BALCX was incepted earlier than FPKFX: BALCX (25 years) vs FPKFX (6 years). BALCX (1.31) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 vs. BALCX (44.00). FPKFX has a lower initial minimum investment than BALCX: FPKFX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 8.17 vs. FPKFX (6.65). FPKFX return over 5 years is better than : 48.94 vs. BALCX (34.58).
| BALCX | FPKFX | BALCX / FPKFX | |
| Total Expense Ratio | 1.31 | 0.33 | 397% |
| Annual Report Gross Expense Ratio | 1.31 | 0.33 | 397% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 13.334 | 7.296 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.23B | 11,794% |
| Annual Yield % from dividends | 1.10 | 1.74 | 63% |
| Returns for 1 year | 8.17 | 6.65 | 123% |
| Returns for 3 years | 38.17 | 48.47 | 79% |
| Returns for 5 years | 34.58 | 48.94 | 71% |
| Returns for 10 years | 63.59 | N/A | - |