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BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan K6
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets2.22B
BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Dec 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 StrongBuy and FPKFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FPKFX (2.22B). FPKFX pays higher dividends than BALCX: FPKFX (1.74) vs BALCX (1.08). 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 : 8.54 vs. FPKFX (7.37). FPKFX return over 5 years is better than : 47.68 vs. BALCX (30.78).
| 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 | 10.004 | 9.366 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.22B | 12,095% |
| Annual Yield % from dividends | 1.08 | 1.74 | 62% |
| Returns for 1 year | 8.54 | 7.37 | 116% |
| Returns for 3 years | 34.84 | 53.05 | 66% |
| Returns for 5 years | 30.78 | 47.68 | 65% |
| Returns for 10 years | 66.04 | N/A | - |
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