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BALCX vs FPUKX
BALCX vs FPUKX Comparison
Open Charts BALCX vs FPUKX
BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Aug 03, 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 Buy and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FPUKX (32.9B). FPUKX pays higher dividends than BALCX: FPUKX (1.63) vs BALCX (1.16). BALCX was incepted earlier than FPUKX: BALCX (25 years) vs FPUKX (18 years). BALCX (1.30) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 58.00 vs. BALCX (50.00). FPUKX has a lower initial minimum investment than BALCX: FPUKX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. FPUKX (8.95). BALCX return over 5 years is better than : 28.31 vs. FPUKX (3.99).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.30 | 0.40 | 325% |
| Annual Report Gross Expense Ratio | 1.30 | 0.40 | 325% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 7.959 | 7.760 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 32.9B | 875% |
| Annual Yield % from dividends | 1.16 | 1.63 | 71% |
| Returns for 1 year | 10.48 | 8.95 | 117% |
| Returns for 3 years | 35.58 | 26.01 | 137% |
| Returns for 5 years | 28.31 | 3.99 | 710% |
| Returns for 10 years | 73.63 | 51.34 | 143% |
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