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BALCX vs PGEYX
BALCX vs PGEYX Comparison
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BALCX vs PGEYX Comparison Chart in %
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BALCX vs. PGEYX commentary
Jun 24, 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 PGEYX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PGEYX (2.4B). PGEYX pays higher dividends than BALCX: PGEYX (1.51) vs BALCX (1.16). BALCX was incepted earlier than PGEYX: BALCX (25 years) vs PGEYX (32 years). BALCX (1.30) is less costly to investors than PGEYX (0.66). PGEYX is a more actively managed with annual turnover of: 97.00 vs. BALCX (50.00). PGEYX has a lower initial minimum investment than BALCX: PGEYX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. PGEYX (13.21). BALCX return over 5 years is better than : 31.93 vs. PGEYX (30.00).
| BALCX | PGEYX | BALCX / PGEYX | |
| Total Expense Ratio | 1.30 | 0.66 | 197% |
| Annual Report Gross Expense Ratio | 1.30 | 0.66 | 197% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.011 | 8.013 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.4B | 11,985% |
| Annual Yield % from dividends | 1.16 | 1.51 | 77% |
| Returns for 1 year | 15.81 | 13.21 | 120% |
| Returns for 3 years | 41.11 | 43.46 | 95% |
| Returns for 5 years | 31.93 | 30.00 | 106% |
| Returns for 10 years | 80.43 | 103.56 | 78% |
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