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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
Sep 13, 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: 285B vs. FPUKX (33.4B). FPUKX pays higher dividends than BALCX: FPUKX (1.59) vs BALCX (1.14). BALCX was incepted earlier than FPUKX: BALCX (26 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). FPUKX annual gain was more profitable for investors over the last year : 6.83 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. FPUKX (4.29).
| BALCX | FPUKX | BALCX / FPUKX | |
| Total Expense Ratio | 1.30 | 0.40 | 325% |
| Annual Report Gross Expense Ratio | 1.30 | 0.40 | 325% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 7.959 | 9.000 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 33.4B | 853% |
| Annual Yield % from dividends | 1.14 | 1.59 | 72% |
| Returns for 1 year | 5.86 | 6.83 | 86% |
| Returns for 3 years | 38.31 | 29.23 | 131% |
| Returns for 5 years | 27.49 | 4.29 | 641% |
| Returns for 10 years | 75.19 | 53.89 | 140% |
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