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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Fidelity Puritan K
Price$25.97
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets31.45B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Jul 28, 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: 254B 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 : 9.43 vs. FPUKX (3.67). BALCX return over 5 years is better than : 35.43 vs. FPUKX (16.01).
| 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 | 8.597 | 5.592 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 31.4B | 809% |
| Annual Yield % from dividends | 1.19 | 1.63 | 73% |
| Returns for 1 year | 9.43 | 3.67 | 257% |
| Returns for 3 years | 32.20 | 20.54 | 157% |
| Returns for 5 years | 35.43 | 16.01 | 221% |
| Returns for 10 years | 58.21 | 33.22 | 175% |
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