Interact to see
Advertisement
Advertisement
BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
BALCX vs PAADX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PAADX commentary
Jul 14, 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 BALCX is a Buy and PAADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PAADX (3.17B). PAADX pays higher dividends than BALCX: PAADX (2.72) vs BALCX (1.14). BALCX was incepted earlier than PAADX: BALCX (25 years) vs PAADX (14 years). BALCX (1.30) is less costly to investors than PAADX (0.69). PAADX is a more actively managed with annual turnover of: 158.00 vs. BALCX (50.00). PAADX has a lower initial minimum investment than BALCX: PAADX (0) vs BALCX (250). PAADX (11.55) and BALCX (11.18) have marching annual gain over last year. BALCX return over 5 years is better than : 29.01 vs. PAADX (11.25).
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | 1.30 | 0.69 | 188% |
| Annual Report Gross Expense Ratio | 1.30 | 0.69 | 188% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 8.148 | 7.572 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.17B | 9,094% |
| Annual Yield % from dividends | 1.14 | 2.72 | 42% |
| Returns for 1 year | 11.18 | 11.55 | 97% |
| Returns for 3 years | 36.57 | 33.22 | 110% |
| Returns for 5 years | 29.01 | 11.25 | 258% |
| Returns for 10 years | 72.74 | 56.42 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers