BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
PAAEX
Price
$18.15
Change
+$0.09 (+0.50%)
Updated
Sep 11 closing price
Net Assets
3.14B
Interact to see
Advertisement

BALCX vs PAAEX

BALCX vs PAAEX Comparison Chart in %
View a ticker or compare two or three
VS
BALCX vs. PAAEX commentary
Sep 12, 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 PAAEX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PAAEX (3.14B). PAAEX pays higher dividends than BALCX: PAAEX (2.36) vs BALCX (1.14). BALCX was incepted earlier than PAAEX: BALCX (26 years) vs PAAEX (14 years). BALCX (1.30) is less costly to investors than PAAEX (0.59). PAAEX is a more actively managed with annual turnover of: 158.00 vs. BALCX (50.00). PAAEX has a lower initial minimum investment than BALCX: PAAEX (0) vs BALCX (250). PAAEX (6.10) and BALCX (5.86) have marching annual gain over last year. BALCX return over 5 years is better than : 27.49 vs. PAAEX (9.62).
BALCXPAAEXBALCX / PAAEX
Total Expense Ratio1.300.59220%
Annual Report Gross Expense Ratio1.300.59220%
Fund Existence26 years14 years-
Gain YTD7.9597.325109%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets285B3.14B9,088%
Annual Yield % from dividends1.142.3648%
Returns for 1 year5.866.1096%
Returns for 3 years38.3134.35112%
Returns for 5 years27.499.62286%
Returns for 10 years75.1958.08129%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VBIAX54.22N/A
N/A
Vanguard Balanced Index Adm
VSOYX52.10N/A
N/A
Victory Sycamore Small Company Opp Y
GSLAX18.23N/A
N/A
Goldman Sachs Large Cap Value A
SMXAX20.26N/A
N/A
SEI Extended Market Index A (SIIT)
JEASX19.75N/A
N/A
Janus Henderson Global Sust Eq A