BALCX
Price
$40.69
Change
+$0.10 (+0.25%)
Updated
Jun 2 closing price
Net Assets
278.87B
PGPRX
Price
$29.06
Change
+$0.09 (+0.31%)
Updated
Jun 2 closing price
Net Assets
2.43B
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BALCX vs PGPRX

Header iconBALCX vs PGPRX Comparison
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BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX 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 PGPRX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. PGPRX (2.43B). BALCX (1.16) and PGPRX (1.14) have matching dividends . BALCX was incepted earlier than PGPRX: BALCX (25 years) vs PGPRX (23 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 : 16.84 vs. PGPRX (14.50). BALCX return over 5 years is better than : 31.27 vs. PGPRX (29.15).
BALCXPGPRXBALCX / PGPRX
Total Expense Ratio1.301.16112%
Annual Report Gross Expense Ratio1.301.16112%
Fund Existence25 years23 years-
Gain YTD9.3728.438111%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets279B2.43B11,477%
Annual Yield % from dividends1.161.14102%
Returns for 1 year16.8414.50116%
Returns for 3 years42.3243.7097%
Returns for 5 years31.2729.15107%
Returns for 10 years77.1789.1787%
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