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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
Aug 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 BALCX is a Buy and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PAADX (3.13B). PAADX pays higher dividends than BALCX: PAADX (2.31) 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 : 11.93 vs. PAADX (10.37). BALCX return over 5 years is better than : 28.84 vs. PAADX (9.22).
| 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 | 8.606 | 6.476 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.13B | 9,213% |
| Annual Yield % from dividends | 1.16 | 2.31 | 50% |
| Returns for 1 year | 11.93 | 10.37 | 115% |
| Returns for 3 years | 37.96 | 32.76 | 116% |
| Returns for 5 years | 28.84 | 9.22 | 313% |
| Returns for 10 years | 73.41 | 53.51 | 137% |
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