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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Fidelity Puritan K
Price$26.80
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets31.79B
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Sep 29, 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 Hold and FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. FPUKX (31.8B). FPUKX pays higher dividends than BALCX: FPUKX (1.60) vs BALCX (1.16). BALCX was incepted earlier than FPUKX: BALCX (25 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 : 7.28 vs. FPUKX (1.23). BALCX return over 5 years is better than : 40.11 vs. FPUKX (16.30).
| 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 | 17 years | - |
| Gain YTD | 12.568 | 8.966 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 31.8B | 827% |
| Annual Yield % from dividends | 1.16 | 1.60 | 73% |
| Returns for 1 year | 7.28 | 1.23 | 594% |
| Returns for 3 years | 48.24 | 32.87 | 147% |
| Returns for 5 years | 40.11 | 16.30 | 246% |
| Returns for 10 years | 74.67 | 48.96 | 153% |
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