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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Fidelity Puritan K
Price$25.39
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets31.8B
BALCX vs FPUKX Comparison Chart
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BALCX vs. FPUKX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. FPUKX (31.8B). 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 (11.44) and FPUKX (11.02) have marching annual gain over last year. BALCX return over 5 years is better than : 25.92 vs. FPUKX (16.95).
| 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 | 1.938 | 2.297 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 31.8B | 755% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 11.44 | 11.02 | 104% |
| Returns for 3 years | 10.59 | 2.74 | 387% |
| Returns for 5 years | 25.92 | 16.95 | 153% |
| Returns for 10 years | 49.96 | 33.10 | 151% |