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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 03, 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 (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 : 11.29 vs. FPUKX (8.95). BALFX return over 5 years is better than : 32.23 vs. FPUKX (3.99).
| 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 | 8.372 | 7.760 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 32.9B | 875% |
| Annual Yield % from dividends | 1.78 | 1.63 | 109% |
| Returns for 1 year | 11.29 | 8.95 | 126% |
| Returns for 3 years | 38.49 | 26.01 | 148% |
| Returns for 5 years | 32.23 | 3.99 | 809% |
| Returns for 10 years | 82.24 | 51.34 | 160% |
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