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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
Sep 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: 283B vs. FPURX (33.4B). FPURX pays higher dividends than BALCX: FPURX (1.54) vs BALCX (1.14). 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). BALCX (10.40) and FPURX (10.04) have marching annual gain over last year. BALCX return over 5 years is better than : 27.36 vs. FPURX (3.32).
| 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 | 9.092 | 9.507 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 33.4B | 847% |
| Annual Yield % from dividends | 1.14 | 1.54 | 74% |
| Returns for 1 year | 10.40 | 10.04 | 104% |
| Returns for 3 years | 38.85 | 28.48 | 136% |
| Returns for 5 years | 27.36 | 3.32 | 824% |
| Returns for 10 years | 73.83 | 50.85 | 145% |
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