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BALCX vs PAADX
BALCX vs PAADX Comparison
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BALCX vs PAADX Comparison Chart in %
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BALCX vs. PAADX commentary
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PAADX (3.14B). PAADX pays higher dividends than BALCX: PAADX (2.27) vs BALCX (1.14). BALCX was incepted earlier than PAADX: BALCX (26 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 (6.03) and BALCX (5.86) have marching annual gain over last year. BALCX return over 5 years is better than : 27.49 vs. PAADX (9.23).
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | 1.30 | 0.69 | 188% |
| Annual Report Gross Expense Ratio | 1.30 | 0.69 | 188% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 7.959 | 7.243 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 3.14B | 9,088% |
| Annual Yield % from dividends | 1.14 | 2.27 | 50% |
| Returns for 1 year | 5.86 | 6.03 | 97% |
| Returns for 3 years | 38.31 | 34.08 | 112% |
| Returns for 5 years | 27.49 | 9.23 | 298% |
| Returns for 10 years | 75.19 | 56.96 | 132% |
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