Ad is loading...
BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$34.09
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
Fidelity Puritan K
Price$24.09
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets30.08B
BALCX vs FPUKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FPUKX commentary
Apr 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: 234B vs. FPUKX (30.1B). FPUKX pays higher dividends than BALCX: FPUKX (1.71) vs BALCX (1.28). BALCX was incepted earlier than FPUKX: BALCX (24 years) vs FPUKX (17 years). BALCX (1.32) is less costly to investors than FPUKX (0.40). BALCX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (55.00). 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 : 3.53 vs. FPUKX (-3.37). BALCX return over 5 years is better than : 45.49 vs. FPUKX (31.28).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.32 | 0.40 | 330% |
| Annual Report Gross Expense Ratio | 1.32 | 0.40 | 330% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 0.251 | -3.425 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 30.1B | 777% |
| Annual Yield % from dividends | 1.28 | 1.71 | 75% |
| Returns for 1 year | 3.53 | -3.37 | -105% |
| Returns for 3 years | 10.47 | -2.23 | -470% |
| Returns for 5 years | 45.49 | 31.28 | 145% |
| Returns for 10 years | 46.34 | 21.71 | 214% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CCSO | 19.57 | 0.30 | +1.55% |
| Carbon Collective Climate Sol US Eq ETF | |||
| NFLY | 16.86 | 0.10 | +0.60% |
| YieldMax NFLX Option Income Strategy ETF | |||
| SLV | 30.76 | 0.13 | +0.42% |
| iShares Silver Trust | |||
| NRK | 10.37 | 0.01 | +0.10% |
| Nuveen New York AMT-Free Quality Municipal Income Fund | |||
| EWJV | 33.05 | -0.05 | -0.15% |
| iShares MSCI Japan Value ETF | |||