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BALCX vs FPURX
BALCX vs FPURX Comparison
Open Charts BALCX vs FPURX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Fidelity Puritan
Price$26.27
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets31.73B
BALCX vs FPURX Comparison Chart in %
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BALCX vs. FPURX commentary
Aug 18, 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. FPURX (31.7B). FPURX pays higher dividends than BALCX: FPURX (1.56) vs BALCX (1.18). BALCX was incepted earlier than FPURX: BALCX (24 years) vs FPURX (78 years). BALCX (1.31) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 vs. BALCX (44.00). FPURX has a lower initial minimum investment than BALCX: FPURX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. FPURX (2.20). BALCX return over 5 years is better than : 33.87 vs. FPURX (13.17).
| BALCX | FPURX | BALCX / FPURX | |
| Total Expense Ratio | 1.31 | 0.48 | 273% |
| Annual Report Gross Expense Ratio | 1.31 | 0.48 | 273% |
| Fund Existence | 24 years | 78 years | - |
| Gain YTD | 9.274 | 6.647 | 140% |
| 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 | 1.56 | 76% |
| Returns for 1 year | 7.16 | 2.20 | 326% |
| Returns for 3 years | 27.12 | 14.95 | 181% |
| Returns for 5 years | 33.87 | 13.17 | 257% |
| Returns for 10 years | 59.19 | 33.88 | 175% |
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