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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$35.34
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets241.95B
Fidelity Puritan K
Price$24.75
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets30.48B
BALCX vs FPUKX Comparison Chart
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BALCX vs. FPUKX commentary
Jun 04, 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 FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FPUKX (30.5B). FPUKX pays higher dividends than BALCX: FPUKX (1.70) vs BALCX (1.24). BALCX was incepted earlier than FPUKX: BALCX (24 years) vs FPUKX (17 years). BALCX (1.31) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). FPUKX has a lower initial minimum investment than BALCX: FPUKX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 6.97 vs. FPUKX (-1.58). BALCX return over 5 years is better than : 31.99 vs. FPUKX (14.97).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.31 | 0.40 | 328% |
| Annual Report Gross Expense Ratio | 1.31 | 0.40 | 328% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 3.927 | -0.190 | -2,062% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 30.5B | 793% |
| Annual Yield % from dividends | 1.24 | 1.70 | 73% |
| Returns for 1 year | 6.97 | -1.58 | -442% |
| Returns for 3 years | 20.37 | 8.55 | 238% |
| Returns for 5 years | 31.99 | 14.97 | 214% |
| Returns for 10 years | 51.59 | 25.27 | 204% |
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