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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
Aug 23, 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 Hold and FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FPUKX (32.9B). BALFX pays higher dividends than FPUKX: BALFX (1.78) vs FPUKX (1.63). BALFX was incepted earlier than FPUKX: BALFX (25 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). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. FPUKX (10.95). BALFX return over 5 years is better than : 33.93 vs. FPUKX (5.93).
| BALFX | FPUKX | BALFX / FPUKX | |
| Total Expense Ratio | 0.61 | 0.40 | 153% |
| Annual Report Gross Expense Ratio | 0.61 | 0.40 | 153% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 10.064 | 9.698 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 32.9B | 860% |
| Annual Yield % from dividends | 1.78 | 1.63 | 109% |
| Returns for 1 year | 12.57 | 10.95 | 115% |
| Returns for 3 years | 44.90 | 32.48 | 138% |
| Returns for 5 years | 33.93 | 5.93 | 572% |
| Returns for 10 years | 82.80 | 51.81 | 160% |
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