Interact to see
Advertisement
Advertisement
BALCX vs PGEOX
BALCX vs PGEOX Comparison
Open Charts BALCX vs PGEOX
BALCX vs PGEOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PGEOX 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 PGEOX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PGEOX (2.41B). PGEOX pays higher dividends than BALCX: PGEOX (1.31) vs BALCX (1.14). 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 : 11.18 vs. PGEOX (9.69). BALCX return over 5 years is better than : 29.01 vs. PGEOX (25.78).
| 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 | 8.148 | 7.996 | 102% |
| Front Load | N/A | 6% | - |
| 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 | 1.31 | 87% |
| Returns for 1 year | 11.18 | 9.69 | 115% |
| Returns for 3 years | 36.57 | 39.32 | 93% |
| Returns for 5 years | 29.01 | 25.78 | 113% |
| Returns for 10 years | 72.74 | 90.90 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers