Interact to see
Advertisement
Advertisement
BALCX vs FPKFX
BALCX vs FPKFX Comparison
Open Charts BALCX vs FPKFX
BALCX vs FPKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. FPKFX commentary
Sep 10, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. FPKFX (2.3B). FPKFX pays higher dividends than BALCX: FPKFX (1.67) vs BALCX (1.14). BALCX was incepted earlier than FPKFX: BALCX (26 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 : 11.64 vs. BALCX (8.33). FPKFX return over 5 years is better than : 40.90 vs. BALCX (28.34).
| BALCX | FPKFX | BALCX / FPKFX | |
| Total Expense Ratio | 1.30 | 0.33 | 394% |
| Annual Report Gross Expense Ratio | 1.30 | 0.33 | 394% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 9.038 | 10.382 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 2.3B | 12,391% |
| Annual Yield % from dividends | 1.14 | 1.67 | 69% |
| Returns for 1 year | 8.33 | 11.64 | 72% |
| Returns for 3 years | 39.79 | 48.71 | 82% |
| Returns for 5 years | 28.34 | 40.90 | 69% |
| Returns for 10 years | 76.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JDST | 21.10 | 0.44 | +2.13% |
| Direxion Daily Jr Gld Mnrs Bear 2X ETF | |||
| KEMX | 52.78 | 0.32 | +0.61% |
| KraneShares MSCI Em Mkts ex CHN ETF | |||
| LIFT | 21.80 | N/A | N/A |
| LifeX 2028 Income Bucket ETF | |||
| VRP | 24.16 | -0.01 | -0.04% |
| Invesco Variable Rate Preferred ETF | |||
| GGUS | 66.98 | -0.18 | -0.27% |
| Goldman Sachs MktBt Russell LgCpGrEqETF | |||