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BALFX vs FPUKX
BALFX vs FPUKX Comparison
Open Charts BALFX vs FPUKX
BALFX vs FPUKX Comparison Chart in %
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BALFX vs. FPUKX commentary
Sep 13, 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 BALFX is a Buy and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. FPUKX (33.4B). BALFX pays higher dividends than FPUKX: BALFX (1.76) vs FPUKX (1.59). BALFX was incepted earlier than FPUKX: BALFX (26 years) vs FPUKX (18 years). BALFX (0.61) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 58.00 vs. BALFX (50.00). FPUKX has a lower initial minimum investment than BALFX: FPUKX (0) vs BALFX (250). FPUKX (6.83) and BALFX (6.65) have marching annual gain over last year. BALFX return over 5 years is better than : 31.40 vs. FPUKX (4.29).
| BALFX | FPUKX | BALFX / FPUKX | |
| Total Expense Ratio | 0.61 | 0.40 | 153% |
| Annual Report Gross Expense Ratio | 0.61 | 0.40 | 153% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 8.480 | 9.000 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 33.4B | 853% |
| Annual Yield % from dividends | 1.76 | 1.59 | 111% |
| Returns for 1 year | 6.65 | 6.83 | 97% |
| Returns for 3 years | 41.33 | 29.23 | 141% |
| Returns for 5 years | 31.40 | 4.29 | 733% |
| Returns for 10 years | 83.89 | 53.89 | 156% |
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