Interact to see
Advertisement
Advertisement
BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Fidelity Puritan K6
Price$17.17
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets2.13B
BALCX vs FPKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FPKFX commentary
Sep 07, 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: 258B vs. FPKFX (2.13B). FPKFX pays higher dividends than BALCX: FPKFX (1.72) vs BALCX (1.16). 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 : 10.77 vs. BALCX (9.12). FPKFX return over 5 years is better than : 53.69 vs. BALCX (35.50).
| 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 | 10.835 | 7.176 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.13B | 12,096% |
| Annual Yield % from dividends | 1.16 | 1.72 | 68% |
| Returns for 1 year | 9.12 | 10.77 | 85% |
| Returns for 3 years | 37.20 | 49.43 | 75% |
| Returns for 5 years | 35.50 | 53.69 | 66% |
| Returns for 10 years | 67.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSQCX | 14.08 | 0.03 | +0.21% |
| Royce Small-Cap Special Equity Consult | |||
| THORX | 45.12 | N/A | N/A |
| Thornburg Global Opportunities R3 | |||
| JHDAX | 19.31 | N/A | N/A |
| JPMorgan Hedged Equity 2 A | |||
| SRORX | 13.63 | N/A | N/A |
| Calamos Antetokounmpo Sustainable Eqs R6 | |||
| ENHCX | 10.44 | -0.07 | -0.67% |
| Cullen Enhanced Equity Income C | |||