BALCX
Price
$40.59
Change
+$0.39 (+0.97%)
Updated
Jun 15 closing price
Net Assets
287.61B
PGPCX
Price
$28.28
Change
+$0.03 (+0.11%)
Updated
Jun 12 closing price
Net Assets
2.39B
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BALCX vs PGPCX

Header iconBALCX vs PGPCX Comparison
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BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Jun 16, 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 PGPCX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PGPCX (2.39B). BALCX pays higher dividends than PGPCX: BALCX (1.16) vs PGPCX (0.66). BALCX was incepted earlier than PGPCX: BALCX (25 years) vs PGPCX (27 years). PGPCX (1.66) is less costly to investors than BALCX (1.30). PGPCX is a more actively managed with annual turnover of: 97.00 vs. BALCX (50.00). PGPCX has a lower initial minimum investment than BALCX: PGPCX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 16.23 vs. PGPCX (11.14). BALCX return over 5 years is better than : 32.08 vs. PGPCX (22.93).
BALCXPGPCXBALCX / PGPCX
Total Expense Ratio1.301.6678%
Annual Report Gross Expense Ratio1.301.6678%
Fund Existence25 years27 years-
Gain YTD9.4696.677142%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B2.39B12,030%
Annual Yield % from dividends1.160.66176%
Returns for 1 year16.2311.14146%
Returns for 3 years40.3436.94109%
Returns for 5 years32.0822.93140%
Returns for 10 years79.6980.6699%
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