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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
Jul 14, 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: 288B vs. FPUKX (34.2B). BALFX pays higher dividends than FPUKX: BALFX (1.75) vs FPUKX (1.54). 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). FPUKX annual gain was more profitable for investors over the last year : 13.01 vs. BALFX (12.01). BALFX return over 5 years is better than : 32.95 vs. FPUKX (6.15).
| 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 | 8.533 | 9.930 | 86% |
| 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 | 1.75 | 1.54 | 114% |
| Returns for 1 year | 12.01 | 13.01 | 92% |
| Returns for 3 years | 39.55 | 29.43 | 134% |
| Returns for 5 years | 32.95 | 6.15 | 535% |
| Returns for 10 years | 81.34 | 55.13 | 148% |
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