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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Fidelity Puritan K
Price$26.08
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets31.73B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Aug 20, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. FPUKX (31.7B). FPUKX pays higher dividends than BALCX: FPUKX (1.62) vs BALCX (1.18). 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 : 6.00 vs. FPUKX (1.48). BALCX return over 5 years is better than : 33.42 vs. FPUKX (12.46).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.31 | 0.40 | 328% |
| Annual Report Gross Expense Ratio | 1.31 | 0.40 | 328% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.833 | 6.730 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 31.7B | 808% |
| Annual Yield % from dividends | 1.18 | 1.62 | 73% |
| Returns for 1 year | 6.00 | 1.48 | 405% |
| Returns for 3 years | 28.13 | 16.71 | 168% |
| Returns for 5 years | 33.42 | 12.46 | 268% |
| Returns for 10 years | 64.54 | 40.62 | 159% |
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