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BALCX vs PAARX
BALCX vs PAARX Comparison
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BALCX vs PAARX Comparison Chart in %
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BALCX vs. PAARX commentary
Jun 23, 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 PAARX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PAARX (3.17B). PAARX pays higher dividends than BALCX: PAARX (2.44) vs BALCX (1.16). BALCX was incepted earlier than PAARX: BALCX (25 years) vs PAARX (23 years). BALCX (1.30) is less costly to investors than PAARX (1.15). PAARX is a more actively managed with annual turnover of: 158.00 vs. BALCX (50.00). PAARX has a lower initial minimum investment than BALCX: PAARX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. PAARX (13.73). BALCX return over 5 years is better than : 31.93 vs. PAARX (9.25).
| BALCX | PAARX | BALCX / PAARX | |
| Total Expense Ratio | 1.30 | 1.15 | 113% |
| Annual Report Gross Expense Ratio | 1.30 | 1.15 | 113% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 9.011 | 7.019 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.17B | 9,100% |
| Annual Yield % from dividends | 1.16 | 2.44 | 48% |
| Returns for 1 year | 15.81 | 13.73 | 115% |
| Returns for 3 years | 41.11 | 33.44 | 123% |
| Returns for 5 years | 31.93 | 9.25 | 345% |
| Returns for 10 years | 80.43 | 54.66 | 147% |
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