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BALCX vs PGEOX
BALCX vs PGEOX Comparison
Open Charts BALCX vs PGEOX
BALCX vs PGEOX Comparison Chart in %
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BALCX vs. PGEOX commentary
Jun 04, 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 Hold and PGEOX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. PGEOX (2.43B). PGEOX pays higher dividends than BALCX: PGEOX (1.30) vs BALCX (1.16). BALCX was incepted earlier than PGEOX: BALCX (25 years) vs PGEOX (89 years). BALCX (1.30) is less costly to investors than PGEOX (0.91). PGEOX is a more actively managed with annual turnover of: 97.00 vs. BALCX (50.00). PGEOX has a lower initial minimum investment than BALCX: PGEOX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.84 vs. PGEOX (14.87). BALCX (31.27) and PGEOX (30.91) have equivalent 5 years return.
| BALCX | PGEOX | BALCX / PGEOX | |
| Total Expense Ratio | 1.30 | 0.91 | 143% |
| Annual Report Gross Expense Ratio | 1.30 | 0.91 | 143% |
| Fund Existence | 25 years | 89 years | - |
| Gain YTD | 9.372 | 8.592 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 2.43B | 11,477% |
| Annual Yield % from dividends | 1.16 | 1.30 | 90% |
| Returns for 1 year | 16.84 | 14.87 | 113% |
| Returns for 3 years | 42.32 | 44.89 | 94% |
| Returns for 5 years | 31.27 | 30.91 | 101% |
| Returns for 10 years | 77.17 | 95.58 | 81% |
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