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BALCX vs PGPRX
BALCX vs PGPRX Comparison
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BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Aug 23, 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. PGPRX (2.43B). PGPRX pays higher dividends than BALCX: PGPRX (1.25) vs BALCX (1.16). BALCX was incepted earlier than PGPRX: BALCX (25 years) vs PGPRX (24 years). BALCX (1.30) is less costly to investors than PGPRX (1.16). PGPRX is a more actively managed with annual turnover of: 97.00 vs. BALCX (50.00). PGPRX has a lower initial minimum investment than BALCX: PGPRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. PGPRX (8.72). BALCX return over 5 years is better than : 29.99 vs. PGPRX (24.08).
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | 1.30 | 1.16 | 112% |
| Annual Report Gross Expense Ratio | 1.30 | 1.16 | 112% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 9.604 | 9.094 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 2.43B | 11,637% |
| Annual Yield % from dividends | 1.16 | 1.25 | 92% |
| Returns for 1 year | 11.76 | 8.72 | 135% |
| Returns for 3 years | 41.83 | 43.40 | 96% |
| Returns for 5 years | 29.99 | 24.08 | 125% |
| Returns for 10 years | 74.16 | 83.99 | 88% |
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