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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Fidelity Puritan K
Price$26.72
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets32.3B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Feb 05, 2026
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 Hold and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. FPUKX (32.3B). FPUKX pays higher dividends than BALCX: FPUKX (1.70) vs BALCX (1.25). 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: 58.00 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 : 10.51 vs. FPUKX (7.00). BALCX return over 5 years is better than : 31.49 vs. FPUKX (7.87).
| 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 | 2.396 | 2.575 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.3B | 836% |
| Annual Yield % from dividends | 1.25 | 1.70 | 74% |
| Returns for 1 year | 10.51 | 7.00 | 150% |
| Returns for 3 years | 33.72 | 29.40 | 115% |
| Returns for 5 years | 31.49 | 7.87 | 400% |
| Returns for 10 years | 79.52 | 59.14 | 134% |
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