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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 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 PGEYX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. PGEYX (2.43B). 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 : 16.84 vs. PGEYX (15.18). PGEYX (32.67) and BALCX (31.27) have equivalent 5 years return.
| 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 | 9.372 | 8.680 | 108% |
| Front Load | N/A | N/A | - |
| 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 | 1.51 | 77% |
| Returns for 1 year | 16.84 | 15.18 | 111% |
| Returns for 3 years | 42.32 | 45.99 | 92% |
| Returns for 5 years | 31.27 | 32.67 | 96% |
| Returns for 10 years | 77.17 | 100.71 | 77% |
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