Interact to see
Advertisement
Advertisement
BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Puritan K6
Price$17.67
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets2.24B
BALCX vs FPKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FPKFX commentary
Feb 05, 2026
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 FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FPKFX (2.24B). FPKFX pays higher dividends than BALCX: FPKFX (1.75) vs BALCX (1.25). BALCX was incepted earlier than FPKFX: BALCX (25 years) vs FPKFX (7 years). BALCX (1.31) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 vs. BALCX (44.00). FPKFX has a lower initial minimum investment than BALCX: FPKFX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. FPKFX (8.98). FPKFX return over 5 years is better than : 45.47 vs. BALCX (31.49).
| BALCX | FPKFX | BALCX / FPKFX | |
| Total Expense Ratio | 1.31 | 0.33 | 397% |
| Annual Report Gross Expense Ratio | 1.31 | 0.33 | 397% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 2.396 | 2.607 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.24B | 12,081% |
| Annual Yield % from dividends | 1.25 | 1.75 | 72% |
| Returns for 1 year | 10.51 | 8.98 | 117% |
| Returns for 3 years | 33.72 | 47.47 | 71% |
| Returns for 5 years | 31.49 | 45.47 | 69% |
| Returns for 10 years | 79.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement