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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
Jun 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: 279B vs. FPURX (33.8B). BALFX pays higher dividends than FPURX: BALFX (1.75) vs FPURX (1.51). 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 (17.49) and FPURX (17.41) have marching annual gain over last year. BALFX return over 5 years is better than : 34.77 vs. FPURX (7.70).
| 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 | 9.941 | 10.149 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 33.8B | 825% |
| Annual Yield % from dividends | 1.75 | 1.51 | 116% |
| Returns for 1 year | 17.49 | 17.41 | 100% |
| Returns for 3 years | 45.78 | 34.53 | 133% |
| Returns for 5 years | 34.77 | 7.70 | 452% |
| Returns for 10 years | 86.25 | 56.30 | 153% |
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