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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Puritan K
Price$26.01
Change-$0.39 (-1.48%)
VolumeN/A
Net Assets32.25B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX 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 FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FPUKX (32.3B). FPUKX pays higher dividends than BALCX: FPUKX (1.68) vs BALCX (1.10). BALCX was incepted earlier than FPUKX: BALCX (25 years) vs FPUKX (18 years). BALCX (1.31) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). FPUKX has a lower initial minimum investment than BALCX: FPUKX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.94 vs. FPUKX (5.25). BALCX return over 5 years is better than : 35.35 vs. FPUKX (11.47).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.31 | 0.40 | 328% |
| Annual Report Gross Expense Ratio | 1.31 | 0.40 | 328% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 14.101 | 7.802 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.3B | 833% |
| Annual Yield % from dividends | 1.10 | 1.68 | 65% |
| Returns for 1 year | 7.94 | 5.25 | 151% |
| Returns for 3 years | 39.68 | 33.57 | 118% |
| Returns for 5 years | 35.35 | 11.47 | 308% |
| Returns for 10 years | 66.50 | 46.88 | 142% |
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