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BALCX vs FPURX
BALCX vs FPURX Comparison
Open Charts BALCX vs FPURX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Puritan
Price$26.57
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets31.79B
BALCX vs FPURX Comparison Chart in %
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BALCX vs. FPURX commentary
Sep 10, 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: 259B vs. FPURX (31.8B). FPURX pays higher dividends than BALCX: FPURX (1.55) vs BALCX (1.16). BALCX was incepted earlier than FPURX: BALCX (25 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 : 10.89 vs. FPURX (4.37). BALCX return over 5 years is better than : 36.42 vs. FPURX (12.51).
| BALCX | FPURX | BALCX / FPURX | |
| Total Expense Ratio | 1.31 | 0.48 | 273% |
| Annual Report Gross Expense Ratio | 1.31 | 0.48 | 273% |
| Fund Existence | 25 years | 78 years | - |
| Gain YTD | 11.277 | 7.377 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 31.8B | 814% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 10.89 | 4.37 | 249% |
| Returns for 3 years | 34.57 | 20.34 | 170% |
| Returns for 5 years | 36.42 | 12.51 | 291% |
| Returns for 10 years | 69.02 | 40.71 | 170% |
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