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BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Puritan K6
Price$17.15
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. FPKFX (2.13B). FPKFX pays higher dividends than BALCX: FPKFX (1.72) vs BALCX (1.16). 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). FPKFX annual gain was more profitable for investors over the last year : 10.64 vs. BALCX (9.12). FPKFX return over 5 years is better than : 53.51 vs. BALCX (35.50).
| 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 | 10.835 | 7.051 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.13B | 12,143% |
| Annual Yield % from dividends | 1.16 | 1.72 | 68% |
| Returns for 1 year | 9.12 | 10.64 | 86% |
| Returns for 3 years | 37.20 | 49.26 | 76% |
| Returns for 5 years | 35.50 | 53.51 | 66% |
| Returns for 10 years | 67.85 | N/A | - |