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BALFX vs FPURX
BALFX vs FPURX Comparison
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BALFX vs FPURX Comparison Chart in %
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BALFX vs. FPURX commentary
Jul 31, 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. FPURX (34.2B). BALFX pays higher dividends than FPURX: BALFX (1.75) vs FPURX (1.48). BALFX was incepted earlier than FPURX: BALFX (25 years) vs FPURX (79 years). BALFX (0.61) is less costly to investors than FPURX (0.47). FPURX is a more actively managed with annual turnover of: 58.00 vs. BALFX (50.00). FPURX has a lower initial minimum investment than BALFX: FPURX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.56 vs. FPURX (8.70). BALFX return over 5 years is better than : 30.59 vs. FPURX (3.26).
| BALFX | FPURX | BALFX / FPURX | |
| Total Expense Ratio | 0.61 | 0.47 | 130% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 25 years | 79 years | - |
| Gain YTD | 7.030 | 7.340 | 96% |
| 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 | 1.48 | 118% |
| Returns for 1 year | 9.56 | 8.70 | 110% |
| Returns for 3 years | 36.51 | 25.24 | 145% |
| Returns for 5 years | 30.59 | 3.26 | 939% |
| Returns for 10 years | 78.76 | 48.92 | 161% |
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