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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
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 PGEJX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PGEJX (2.41B). PGEJX pays higher dividends than BALCX: PGEJX (1.57) vs BALCX (1.14). BALCX was incepted earlier than PGEJX: BALCX (25 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 : 11.18 vs. PGEJX (10.02). BALCX (29.01) and PGEJX (27.91) have equivalent 5 years return.
| BALCX | PGEJX | BALCX / PGEJX | |
| Total Expense Ratio | 1.30 | 0.60 | 217% |
| Annual Report Gross Expense Ratio | 1.30 | 0.60 | 217% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 8.148 | 8.132 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.41B | 11,940% |
| Annual Yield % from dividends | 1.14 | 1.57 | 73% |
| Returns for 1 year | 11.18 | 10.02 | 112% |
| Returns for 3 years | 36.57 | 40.66 | 90% |
| Returns for 5 years | 29.01 | 27.91 | 104% |
| Returns for 10 years | 72.74 | 95.20 | 76% |
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