BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
FPURX
Price
$25.72
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
31.45B
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BALCX vs FPURX

Header iconBALCX vs FPURX Comparison
Open Charts BALCX vs FPURXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Fidelity Puritan
Price$25.72
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
BALCX vs FPURX Comparison Chart in %
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BALCX vs. FPURX 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 FPURX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. FPURX (31.4B). FPURX pays higher dividends than BALCX: FPURX (1.58) vs BALCX (1.19). 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 : 7.03 vs. FPURX (-0.68). BALCX return over 5 years is better than : 37.14 vs. FPURX (16.35).
BALCXFPURXBALCX / FPURX
Total Expense Ratio1.310.48273%
Annual Report Gross Expense Ratio1.310.48273%
Fund Existence24 years78 years-
Gain YTD7.6843.956194%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B31.4B803%
Annual Yield % from dividends1.191.5875%
Returns for 1 year7.03-0.68-1,037%
Returns for 3 years32.5119.72165%
Returns for 5 years37.1416.35227%
Returns for 10 years58.1631.34186%
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