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BALCX vs FPURX
BALCX vs FPURX Comparison
Open Charts BALCX vs FPURX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Puritan
Price$24.80
Change-$0.21 (-0.84%)
VolumeN/A
Net Assets30.48B
BALCX vs FPURX Comparison Chart
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BALCX vs. FPURX commentary
Jun 16, 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: 244B vs. FPURX (30.5B). FPURX pays higher dividends than BALCX: FPURX (1.64) vs BALCX (1.24). 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 : 4.49 vs. FPURX (-3.39). BALCX return over 5 years is better than : 34.15 vs. FPURX (16.05).
| 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 | 4.121 | 0.237 | 1,736% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 30.5B | 800% |
| Annual Yield % from dividends | 1.24 | 1.64 | 76% |
| Returns for 1 year | 4.49 | -3.39 | -133% |
| Returns for 3 years | 30.13 | 17.04 | 177% |
| Returns for 5 years | 34.15 | 16.05 | 213% |
| Returns for 10 years | 51.38 | 24.64 | 209% |
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