BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
PAAEX
Price
$17.92
Change
+$0.01 (+0.06%)
Updated
Jul 31 closing price
Net Assets
3.13B
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BALCX vs PAAEX

BALCX vs PAAEX Comparison Chart in %
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BALCX vs. PAAEX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PAAEX (3.13B). PAAEX pays higher dividends than BALCX: PAAEX (2.40) vs BALCX (1.16). BALCX was incepted earlier than PAAEX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. PAAEX (9.74). BALCX return over 5 years is better than : 28.31 vs. PAAEX (9.85).
BALCXPAAEXBALCX / PAAEX
Total Expense Ratio1.300.59220%
Annual Report Gross Expense Ratio1.300.59220%
Fund Existence25 years14 years-
Gain YTD7.9596.493123%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B3.13B9,213%
Annual Yield % from dividends1.162.4048%
Returns for 1 year10.489.74108%
Returns for 3 years35.5831.33114%
Returns for 5 years28.319.85288%
Returns for 10 years73.6355.85132%
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