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BALCX vs PGPCX
BALCX vs PGPCX Comparison
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BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Aug 08, 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 PGPCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PGPCX (2.45B). BALCX pays higher dividends than PGPCX: BALCX (1.16) vs PGPCX (0.77). 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 : 11.90 vs. PGPCX (8.85). BALCX return over 5 years is better than : 29.79 vs. PGPCX (21.49).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.30 | 1.66 | 78% |
| Annual Report Gross Expense Ratio | 1.30 | 1.66 | 78% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 9.469 | 9.265 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.45B | 11,774% |
| Annual Yield % from dividends | 1.16 | 0.77 | 150% |
| Returns for 1 year | 11.90 | 8.85 | 134% |
| Returns for 3 years | 38.15 | 38.23 | 100% |
| Returns for 5 years | 29.79 | 21.49 | 139% |
| Returns for 10 years | 74.78 | 77.77 | 96% |
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