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BALCX vs PABYX
BALCX vs PABYX Comparison
Open Charts BALCX vs PABYX
BALCX vs PABYX Comparison Chart in %
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BALCX vs. PABYX commentary
Jun 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 Hold and PABYX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. PABYX (3.16B). PABYX pays higher dividends than BALCX: PABYX (2.79) vs BALCX (1.16). BALCX was incepted earlier than PABYX: BALCX (25 years) vs PABYX (32 years). BALCX (1.30) is less costly to investors than PABYX (0.65). PABYX is a more actively managed with annual turnover of: 158.00 vs. BALCX (50.00). PABYX has a lower initial minimum investment than BALCX: PABYX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. PABYX (14.58). BALCX return over 5 years is better than : 31.27 vs. PABYX (13.43).
| BALCX | PABYX | BALCX / PABYX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 1.30 | 0.65 | 200% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.372 | 7.216 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 3.16B | 8,835% |
| Annual Yield % from dividends | 1.16 | 2.79 | 42% |
| Returns for 1 year | 16.84 | 14.58 | 116% |
| Returns for 3 years | 42.32 | 36.91 | 115% |
| Returns for 5 years | 31.27 | 13.43 | 233% |
| Returns for 10 years | 77.17 | 58.83 | 131% |
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