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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan K
Price$26.96
Change-$0.08 (-0.30%)
VolumeN/A
Net Assets32.02B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Oct 08, 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 Hold and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. FPUKX (32B). FPUKX pays higher dividends than BALCX: FPUKX (1.56) vs BALCX (1.12). BALCX was incepted earlier than FPUKX: BALCX (25 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 : 9.16 vs. FPUKX (2.86). BALCX return over 5 years is better than : 38.15 vs. FPUKX (13.68).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.31 | 0.40 | 328% |
| Annual Report Gross Expense Ratio | 1.31 | 0.40 | 328% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 13.806 | 9.942 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 32B | 831% |
| Annual Yield % from dividends | 1.12 | 1.56 | 72% |
| Returns for 1 year | 9.16 | 2.86 | 321% |
| Returns for 3 years | 48.04 | 32.82 | 146% |
| Returns for 5 years | 38.15 | 13.68 | 279% |
| Returns for 10 years | 68.87 | 51.14 | 135% |
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