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BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan K6
Price$17.60
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets2.22B
BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Dec 04, 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 Buy.
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 (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 annual gain was more profitable for investors over the last year : 8.45 vs. FPKFX (7.04). FPKFX return over 5 years is better than : 49.63 vs. BALCX (34.89).
| 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 | 15.810 | 9.867 | 160% |
| 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 | 8.45 | 7.04 | 120% |
| Returns for 3 years | 37.32 | 47.90 | 78% |
| Returns for 5 years | 34.89 | 49.63 | 70% |
| Returns for 10 years | 66.76 | N/A | - |
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