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BALCX vs FPURX
BALCX vs FPURX Comparison
Open Charts BALCX vs FPURX
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.
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).
| 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 | 7.684 | 3.956 | 194% |
| 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 | 1.58 | 75% |
| Returns for 1 year | 7.03 | -0.68 | -1,037% |
| Returns for 3 years | 32.51 | 19.72 | 165% |
| Returns for 5 years | 37.14 | 16.35 | 227% |
| Returns for 10 years | 58.16 | 31.34 | 186% |
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