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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$25.15
Change-$0.25 (-0.98%)
VolumeN/A
CapitalizationN/A
BALCX vs FPUKX Comparison Chart
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BALCX vs. FPUKX commentary
Nov 18, 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 StrongBuy and FPUKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FPUKX (31.2B). 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 : 20.01 vs. FPUKX (14.75). BALCX return over 5 years is better than : 30.97 vs. FPUKX (21.23).
| 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 | 13.321 | 9.466 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 31.2B | 756% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 20.01 | 14.75 | 136% |
| Returns for 3 years | 8.73 | -4.64 | -188% |
| Returns for 5 years | 30.97 | 21.23 | 146% |
| Returns for 10 years | 44.77 | 29.16 | 154% |
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