BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
FPUKX
Price
$25.70
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
31.45B
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BALCX vs FPUKX

Header iconBALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Puritan K
Price$25.70
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FPUKX (31.4B). FPUKX pays higher dividends than BALCX: FPUKX (1.63) vs BALCX (1.19). BALCX was incepted earlier than FPUKX: BALCX (24 years) vs FPUKX (17 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 : 7.03 vs. FPUKX (-0.62). BALCX return over 5 years is better than : 37.14 vs. FPUKX (16.74).
BALCXFPUKXBALCX / FPUKX
Total Expense Ratio1.310.40328%
Annual Report Gross Expense Ratio1.310.40328%
Fund Existence24 years17 years-
Gain YTD7.6844.019191%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B31.4B803%
Annual Yield % from dividends1.191.6373%
Returns for 1 year7.03-0.62-1,136%
Returns for 3 years32.5119.96163%
Returns for 5 years37.1416.74222%
Returns for 10 years58.1632.38180%
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