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BALCX vs PALRX
BALCX vs PALRX Comparison
Open Charts BALCX vs PALRX
BALCX vs PALRX Comparison Chart in %
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BALCX vs. PALRX commentary
Jul 14, 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 PALRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PALRX (1.08B). PALRX pays higher dividends than BALCX: PALRX (1.34) vs BALCX (1.14). BALCX was incepted earlier than PALRX: BALCX (25 years) vs PALRX (22 years). PALRX (20.46) is less costly to investors than BALCX (1.30). PALRX is a more actively managed with annual turnover of: 107.00 vs. BALCX (50.00). PALRX has a lower initial minimum investment than BALCX: PALRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.18 vs. PALRX (8.36). BALCX return over 5 years is better than : 29.01 vs. PALRX (9.76).
| BALCX | PALRX | BALCX / PALRX | |
| Total Expense Ratio | 1.30 | 1.47 | 88% |
| Annual Report Gross Expense Ratio | 1.30 | 20.46 | 6% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 8.148 | 7.045 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.08B | 26,642% |
| Annual Yield % from dividends | 1.14 | 1.34 | 85% |
| Returns for 1 year | 11.18 | 8.36 | 134% |
| Returns for 3 years | 36.57 | 28.96 | 126% |
| Returns for 5 years | 29.01 | 9.76 | 297% |
| Returns for 10 years | 72.74 | 46.09 | 158% |
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