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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
Sep 04, 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 FPURX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. FPURX (33.4B). BALFX pays higher dividends than FPURX: BALFX (1.76) vs FPURX (1.54). 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 : 11.21 vs. FPURX (10.04). BALFX return over 5 years is better than : 31.24 vs. FPURX (3.32).
| 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 | 9.580 | 9.507 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 33.4B | 847% |
| Annual Yield % from dividends | 1.76 | 1.54 | 114% |
| Returns for 1 year | 11.21 | 10.04 | 112% |
| Returns for 3 years | 41.86 | 28.48 | 147% |
| Returns for 5 years | 31.24 | 3.32 | 941% |
| Returns for 10 years | 82.51 | 50.85 | 162% |
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