Interact to see
Advertisement
Advertisement
BALFX vs FPURX
BALFX vs FPURX Comparison
Open Charts BALFX vs FPURX
BALFX vs FPURX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. FPURX commentary
Jul 08, 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). FPURX (13.76) and BALFX (13.16) have marching annual gain over last year. BALFX return over 5 years is better than : 34.80 vs. FPURX (6.91).
| 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 | 9.205 | 10.341 | 89% |
| 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 | 13.16 | 13.76 | 96% |
| Returns for 3 years | 43.81 | 33.31 | 132% |
| Returns for 5 years | 34.80 | 6.91 | 503% |
| Returns for 10 years | 83.56 | 55.75 | 150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement