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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 24, 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 PABYX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B 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 (13.99) and PABYX (13.47) have marching annual gain over last year. BALCX return over 5 years is better than : 30.03 vs. PABYX (11.78).
| 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 | 7.905 | 7.216 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.16B | 9,102% |
| Annual Yield % from dividends | 1.16 | 2.79 | 42% |
| Returns for 1 year | 13.99 | 13.47 | 104% |
| Returns for 3 years | 39.68 | 35.61 | 111% |
| Returns for 5 years | 30.03 | 11.78 | 255% |
| Returns for 10 years | 78.60 | 62.61 | 126% |
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