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BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Puritan K6
Price$17.31
Change-$0.27 (-1.54%)
VolumeN/A
Net Assets2.23B
BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Nov 14, 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 FPKFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FPKFX (2.23B). FPKFX pays higher dividends than BALCX: FPKFX (1.74) vs BALCX (1.10). BALCX was incepted earlier than FPKFX: BALCX (25 years) vs FPKFX (6 years). BALCX (1.31) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. BALCX (44.00). FPKFX has a lower initial minimum investment than BALCX: FPKFX (0) vs BALCX (250). BALCX (9.12) and FPKFX (8.72) have marching annual gain over last year. FPKFX return over 5 years is better than : 52.46 vs. BALCX (37.03).
| BALCX | FPKFX | BALCX / FPKFX | |
| Total Expense Ratio | 1.31 | 0.32 | 409% |
| Annual Report Gross Expense Ratio | 1.31 | 0.32 | 409% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 15.516 | 10.181 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.23B | 12,063% |
| Annual Yield % from dividends | 1.10 | 1.74 | 63% |
| Returns for 1 year | 9.12 | 8.72 | 105% |
| Returns for 3 years | 40.63 | 52.47 | 77% |
| Returns for 5 years | 37.03 | 52.46 | 71% |
| Returns for 10 years | 70.15 | N/A | - |
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