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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan K
Price$26.29
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets32.07B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Dec 27, 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 FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. FPUKX (32.1B). FPUKX pays higher dividends than BALCX: FPUKX (1.68) vs BALCX (1.08). 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 : 8.54 vs. FPUKX (5.32). BALCX return over 5 years is better than : 30.78 vs. FPUKX (9.72).
| 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 | 10.004 | 7.311 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.1B | 838% |
| Annual Yield % from dividends | 1.08 | 1.68 | 65% |
| Returns for 1 year | 8.54 | 5.32 | 161% |
| Returns for 3 years | 34.84 | 34.41 | 101% |
| Returns for 5 years | 30.78 | 9.72 | 317% |
| Returns for 10 years | 66.04 | 44.66 | 148% |
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