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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Fidelity Puritan K
Price$25.19
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
BALCX vs FPUKX Comparison Chart
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BALCX vs. FPUKX commentary
Feb 23, 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 FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FPUKX (32.7B). BALCX (1.59) and FPUKX (1.58) have matching dividends . BALCX was incepted earlier than FPUKX: BALCX (24 years) vs FPUKX (17 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). 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 : 8.38 vs. FPUKX (4.11). BALCX return over 5 years is better than : 26.14 vs. FPUKX (14.37).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 2.790 | 1.491 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 32.7B | 740% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 8.38 | 4.11 | 204% |
| Returns for 3 years | 15.69 | 6.64 | 236% |
| Returns for 5 years | 26.14 | 14.37 | 182% |
| Returns for 10 years | 46.66 | 26.99 | 173% |