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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
Jul 14, 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 (34.2B). FPUKX pays higher dividends than BALCX: FPUKX (1.54) vs BALCX (1.14). 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). FPUKX annual gain was more profitable for investors over the last year : 13.01 vs. BALCX (11.18). BALCX return over 5 years is better than : 29.01 vs. FPUKX (6.15).
| 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 | 8.148 | 9.930 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 34.2B | 842% |
| Annual Yield % from dividends | 1.14 | 1.54 | 74% |
| Returns for 1 year | 11.18 | 13.01 | 86% |
| Returns for 3 years | 36.57 | 29.43 | 124% |
| Returns for 5 years | 29.01 | 6.15 | 471% |
| Returns for 10 years | 72.74 | 55.13 | 132% |
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