BALCX
Price
$40.64
Change
+$0.15 (+0.37%)
Updated
Aug 21 closing price
Net Assets
282.59B
PGEYX
Price
$29.42
Change
+$0.04 (+0.14%)
Updated
Aug 21 closing price
Net Assets
2.43B
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BALCX vs PGEYX

BALCX vs PGEYX Comparison Chart in %
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BALCX vs. PGEYX commentary
Aug 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. PGEYX (2.43B). PGEYX pays higher dividends than BALCX: PGEYX (1.58) 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 : 11.76 vs. PGEYX (9.37). BALCX return over 5 years is better than : 29.99 vs. PGEYX (27.49).
BALCXPGEYXBALCX / PGEYX
Total Expense Ratio1.300.66197%
Annual Report Gross Expense Ratio1.300.66197%
Fund Existence25 years32 years-
Gain YTD9.6049.448102%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets283B2.43B11,637%
Annual Yield % from dividends1.161.5873%
Returns for 1 year11.769.37126%
Returns for 3 years41.8345.7192%
Returns for 5 years29.9927.49109%
Returns for 10 years74.1695.1178%
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