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BALCX vs FPUKX
BALCX vs FPUKX Comparison
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BALCX vs FPUKX Comparison Chart in %
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BALCX vs. FPUKX commentary
Jun 20, 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 FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FPUKX (33.8B). FPUKX pays higher dividends than BALCX: FPUKX (1.56) 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). FPUKX annual gain was more profitable for investors over the last year : 17.23 vs. BALCX (15.04). BALCX return over 5 years is better than : 32.43 vs. FPUKX (9.69).
| 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 | 8.471 | 10.443 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 33.8B | 852% |
| Annual Yield % from dividends | 1.16 | 1.56 | 74% |
| Returns for 1 year | 15.04 | 17.23 | 87% |
| Returns for 3 years | 39.06 | 32.68 | 120% |
| Returns for 5 years | 32.43 | 9.69 | 335% |
| Returns for 10 years | 78.05 | 59.88 | 130% |
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