Interact to see
Advertisement
Advertisement
BALCX vs PGEMX
BALCX vs PGEMX Comparison
Open Charts BALCX vs PGEMX
BALCX vs PGEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PGEMX 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 PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PGEMX (2.4B). BALCX pays higher dividends than PGEMX: BALCX (1.14) vs PGEMX (0.97). BALCX was incepted earlier than PGEMX: BALCX (26 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 : 5.86 vs. PGEMX (3.89). BALCX return over 5 years is better than : 27.49 vs. PGEMX (20.22).
| BALCX | PGEMX | BALCX / PGEMX | |
| Total Expense Ratio | 1.30 | 1.41 | 92% |
| Annual Report Gross Expense Ratio | 1.30 | 1.41 | 92% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 7.959 | 7.508 | 106% |
| Front Load | N/A | 4% | - |
| 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 | 0.97 | 118% |
| Returns for 1 year | 5.86 | 3.89 | 150% |
| Returns for 3 years | 38.31 | 37.92 | 101% |
| Returns for 5 years | 27.49 | 20.22 | 136% |
| Returns for 10 years | 75.19 | 81.36 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers