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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
Jul 08, 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FPURX (34.2B). FPURX pays higher dividends than BALCX: FPURX (1.48) 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). FPURX annual gain was more profitable for investors over the last year : 13.76 vs. BALCX (12.34). BALCX return over 5 years is better than : 30.81 vs. FPURX (6.91).
| 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 | 8.822 | 10.341 | 85% |
| 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 | 1.48 | 77% |
| Returns for 1 year | 12.34 | 13.76 | 90% |
| Returns for 3 years | 40.73 | 33.31 | 122% |
| Returns for 5 years | 30.81 | 6.91 | 446% |
| Returns for 10 years | 74.80 | 55.75 | 134% |
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