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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$35.90
Change+$0.36 (+1.01%)
VolumeN/A
Net Assets245.53B
Fidelity Puritan K
Price$25.20
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets30.48B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Jun 26, 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: 246B 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 : 5.78 vs. FPUKX (-2.44). BALCX return over 5 years is better than : 35.90 vs. FPUKX (14.74).
| 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 | 5.711 | 1.024 | 558% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 30.5B | 807% |
| Annual Yield % from dividends | 1.24 | 1.70 | 73% |
| Returns for 1 year | 5.78 | -2.44 | -236% |
| Returns for 3 years | 29.27 | 15.67 | 187% |
| Returns for 5 years | 35.90 | 14.74 | 244% |
| Returns for 10 years | 54.07 | 26.28 | 206% |
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