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BALCX vs FPKFX
BALCX vs FPKFX Comparison
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BALCX vs FPKFX Comparison Chart in %
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BALCX vs. FPKFX commentary
Jun 04, 2026
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 Hold and FPKFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. FPKFX (2.35B). FPKFX pays higher dividends than BALCX: FPKFX (1.63) vs BALCX (1.16). BALCX was incepted earlier than FPKFX: BALCX (25 years) vs FPKFX (7 years). BALCX (1.30) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 vs. BALCX (50.00). FPKFX has a lower initial minimum investment than BALCX: FPKFX (0) vs BALCX (250). FPKFX annual gain was more profitable for investors over the last year : 19.75 vs. BALCX (16.84). FPKFX return over 5 years is better than : 45.98 vs. BALCX (31.27).
| BALCX | FPKFX | BALCX / FPKFX | |
| Total Expense Ratio | 1.30 | 0.33 | 394% |
| Annual Report Gross Expense Ratio | 1.30 | 0.33 | 394% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.372 | 9.696 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 2.35B | 11,857% |
| Annual Yield % from dividends | 1.16 | 1.63 | 71% |
| Returns for 1 year | 16.84 | 19.75 | 85% |
| Returns for 3 years | 42.32 | 52.89 | 80% |
| Returns for 5 years | 31.27 | 45.98 | 68% |
| Returns for 10 years | 77.17 | N/A | - |
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