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BALCX vs PGEMX
BALCX vs PGEMX Comparison
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BALCX vs PGEMX Comparison Chart in %
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BALCX vs. PGEMX commentary
Aug 03, 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 PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PGEMX (2.4B). BALCX pays higher dividends than PGEMX: BALCX (1.16) vs PGEMX (0.98). BALCX was incepted earlier than PGEMX: BALCX (25 years) vs PGEMX (32 years). PGEMX (1.41) is less costly to investors than BALCX (1.30). PGEMX is a more actively managed with annual turnover of: 97.00 vs. BALCX (50.00). PGEMX has a lower initial minimum investment than BALCX: PGEMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.48 vs. PGEMX (7.12). BALCX return over 5 years is better than : 28.31 vs. PGEMX (20.92).
| BALCX | PGEMX | BALCX / PGEMX | |
| Total Expense Ratio | 1.30 | 1.41 | 92% |
| Annual Report Gross Expense Ratio | 1.30 | 1.41 | 92% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 7.959 | 7.089 | 112% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.4B | 12,020% |
| Annual Yield % from dividends | 1.16 | 0.98 | 118% |
| Returns for 1 year | 10.48 | 7.12 | 147% |
| Returns for 3 years | 35.58 | 35.37 | 101% |
| Returns for 5 years | 28.31 | 20.92 | 135% |
| Returns for 10 years | 73.63 | 79.39 | 93% |
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