BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
PGPRX
Price
$28.83
Change
+$0.15 (+0.52%)
Updated
Sep 11 closing price
Net Assets
2.4B
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BALCX vs PGPRX

BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Sep 13, 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 PGPRX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PGPRX (2.4B). PGPRX pays higher dividends than BALCX: PGPRX (1.23) vs BALCX (1.14). BALCX was incepted earlier than PGPRX: BALCX (26 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 : 5.86 vs. PGPRX (4.26). BALCX return over 5 years is better than : 27.49 vs. PGPRX (22.05).
BALCXPGPRXBALCX / PGPRX
Total Expense Ratio1.301.16112%
Annual Report Gross Expense Ratio1.301.16112%
Fund Existence26 years24 years-
Gain YTD7.9597.704103%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets285B2.4B11,870%
Annual Yield % from dividends1.141.2393%
Returns for 1 year5.864.26138%
Returns for 3 years38.3139.2298%
Returns for 5 years27.4922.05125%
Returns for 10 years75.1985.3388%
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