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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
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.
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).
| 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 | 7.684 | 4.019 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 31.4B | 803% |
| Annual Yield % from dividends | 1.19 | 1.63 | 73% |
| Returns for 1 year | 7.03 | -0.62 | -1,136% |
| Returns for 3 years | 32.51 | 19.96 | 163% |
| Returns for 5 years | 37.14 | 16.74 | 222% |
| Returns for 10 years | 58.16 | 32.38 | 180% |
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