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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$25.27
Change-$0.62 (-2.39%)
VolumeN/A
CapitalizationN/A
BALCX vs FPUKX Comparison Chart
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BALCX vs. FPUKX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. FPUKX (32.6B). 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). FPUKX annual gain was more profitable for investors over the last year : 13.57 vs. BALCX (11.89). BALCX return over 5 years is better than : 28.93 vs. FPUKX (22.96).
| 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 | 10.937 | 12.687 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 32.6B | 739% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 11.89 | 13.57 | 88% |
| Returns for 3 years | 10.17 | 2.08 | 490% |
| Returns for 5 years | 28.93 | 22.96 | 126% |
| Returns for 10 years | 40.96 | 33.53 | 122% |
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