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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Fidelity Puritan K
Price$23.37
Change+$0.33 (+1.43%)
VolumeN/A
Net Assets30.08B
BALCX vs FPUKX Comparison Chart
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BALCX vs. FPUKX commentary
Apr 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: 227B vs. FPUKX (30.1B). FPUKX pays higher dividends than BALCX: FPUKX (1.71) vs BALCX (1.28). BALCX was incepted earlier than FPUKX: BALCX (24 years) vs FPUKX (17 years). BALCX (1.32) is less costly to investors than FPUKX (0.40). BALCX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (55.00). 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 : 3.38 vs. FPUKX (-4.48). BALCX return over 5 years is better than : 31.61 vs. FPUKX (14.76).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.32 | 0.40 | 330% |
| Annual Report Gross Expense Ratio | 1.32 | 0.40 | 330% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -1.749 | -6.747 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 30.1B | 754% |
| Annual Yield % from dividends | 1.28 | 1.71 | 75% |
| Returns for 1 year | 3.38 | -4.48 | -75% |
| Returns for 3 years | 12.46 | -0.20 | -6,167% |
| Returns for 5 years | 31.61 | 14.76 | 214% |
| Returns for 10 years | 41.14 | 16.46 | 250% |
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