FPURX vs BALCX

Both BALCX and FPURX are mutual funds. BALCX has a lower 5-year return than FPURX (9.35% vs 12.62%). BALCX has a higher expense ratio than FPURX (1.32% vs 0.51%). Below is the comparison between BALCX and FPURX.

BALCX FPURX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family American Funds Fidelity Investments
Net Assets $11.40B $29.48B
Expense Ratio 1.32% 0.51%
Management Style active active
Dividend Yield 0.48% 1.01%
Minimum Investment $1,000.00 $2,500.00
YTD Return -4.43% -6.80%
1-Year Return -1.73% -4.05%
3-Year Return 11.32% 15.62%
5-Year Return 9.35% 12.62%
10-Year Return 9.39% 11.21%

BALCX description

The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and investment-grade bonds. The Fund also invests in securities issued and guaranteed by the U.S. government.

BALCX performance & returns

YTD Return -4.43%
1-Month Return -2.82%
3-Month Return -1.73%
1-Year Return -1.73%
3-Year Return 11.32%
5-Year Return 9.35%
10-Year Return 9.39%
BALCX expense ratio is 1.32%.

BALCX holdings

Top 10 Holdings (17.74% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 3.66%
UnitedHealth Group Inc UNH 2.08%
Broadcom Inc AVGO 2.01%
Federal National Mortgage Association 2% N/A 1.76%
Philip Morris International Inc PM 1.67%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.57%
Comcast Corp Class A CMCSA 1.33%
Amazon.com Inc AMZN 1.26%
Pfizer Inc PFE 1.22%
Facebook Inc A FB 1.18%

Other relevant BALCX comparisons

You may also want to check out the following BALCX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

FPURX description

The Fund seeks income and capital growth consistent with reasonable risk by investing 60% of assets in stocks and other equity securities and the rest in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral.

FPURX performance & returns

YTD Return -6.80%
1-Month Return -5.41%
3-Month Return -4.05%
1-Year Return -4.05%
3-Year Return 15.62%
5-Year Return 12.62%
10-Year Return 11.21%
FPURX expense ratio is 0.51%.

FPURX holdings

Top 10 Holdings (25.35% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.65%
Amazon.com Inc AMZN 4.29%
Apple Inc AAPL 3.98%
Alphabet Inc Class C GOOG 2.44%
Facebook Inc A FB 2.42%
Fidelity Revere Str Tr N/A 1.80%
NVIDIA Corp NVDA 1.76%
Salesforce.com Inc CRM 1.43%
Mastercard Inc A MA 1.35%
United States Treasury Bonds 3% N/A 1.23%

Other relevant FPURX comparisons

You may also want to check out the following FPURX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.