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BALCX vs FPURX
BALCX vs FPURX Comparison
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BALCX vs FPURX Comparison Chart in %
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BALCX vs. FPURX commentary
Jun 04, 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 FPURX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. FPURX (33.8B). FPURX pays higher dividends than BALCX: FPURX (1.51) vs BALCX (1.16). BALCX was incepted earlier than FPURX: BALCX (25 years) vs FPURX (79 years). BALCX (1.30) is less costly to investors than FPURX (0.47). FPURX is a more actively managed with annual turnover of: 58.00 vs. BALCX (50.00). FPURX has a lower initial minimum investment than BALCX: FPURX (0) vs BALCX (250). FPURX (17.41) and BALCX (16.64) have marching annual gain over last year. BALCX return over 5 years is better than : 30.83 vs. FPURX (7.70).
| BALCX | FPURX | BALCX / FPURX | |
| Total Expense Ratio | 1.30 | 0.47 | 277% |
| Annual Report Gross Expense Ratio | 1.30 | 0.47 | 277% |
| Fund Existence | 25 years | 79 years | - |
| Gain YTD | 9.642 | 10.149 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 33.8B | 825% |
| Annual Yield % from dividends | 1.16 | 1.51 | 77% |
| Returns for 1 year | 16.64 | 17.41 | 96% |
| Returns for 3 years | 42.67 | 34.53 | 124% |
| Returns for 5 years | 30.83 | 7.70 | 400% |
| Returns for 10 years | 77.61 | 56.30 | 138% |
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