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BALCX vs PGEJX
BALCX vs PGEJX Comparison
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BALCX vs PGEJX Comparison Chart in %
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BALCX vs. PGEJX commentary
Sep 13, 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 PGEJX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PGEJX (2.4B). PGEJX pays higher dividends than BALCX: PGEJX (1.60) vs BALCX (1.14). BALCX was incepted earlier than PGEJX: BALCX (26 years) vs PGEJX (13 years). BALCX (1.30) is less costly to investors than PGEJX (0.60). PGEJX is a more actively managed with annual turnover of: 97.00 vs. BALCX (50.00). PGEJX has a lower initial minimum investment than BALCX: PGEJX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 5.86 vs. PGEJX (4.89). BALCX return over 5 years is better than : 27.49 vs. PGEJX (25.79).
| BALCX | PGEJX | BALCX / PGEJX | |
| Total Expense Ratio | 1.30 | 0.60 | 217% |
| Annual Report Gross Expense Ratio | 1.30 | 0.60 | 217% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 7.959 | 8.094 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 2.4B | 11,870% |
| Annual Yield % from dividends | 1.14 | 1.60 | 72% |
| Returns for 1 year | 5.86 | 4.89 | 120% |
| Returns for 3 years | 38.31 | 41.65 | 92% |
| Returns for 5 years | 27.49 | 25.79 | 107% |
| Returns for 10 years | 75.19 | 95.73 | 79% |
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