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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
Jun 24, 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 Hold and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PAADX (3.16B). PAADX pays higher dividends than BALCX: PAADX (2.74) vs BALCX (1.16). 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). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. PAADX (14.29). BALCX return over 5 years is better than : 31.93 vs. PAADX (12.43).
| 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 | 9.011 | 7.278 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.16B | 9,102% |
| Annual Yield % from dividends | 1.16 | 2.74 | 42% |
| Returns for 1 year | 15.81 | 14.29 | 111% |
| Returns for 3 years | 41.11 | 35.70 | 115% |
| Returns for 5 years | 31.93 | 12.43 | 257% |
| Returns for 10 years | 80.43 | 62.77 | 128% |
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