Interact to see
Advertisement
Advertisement
BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
BALCX vs PGPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PGPRX commentary
Aug 03, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PGPRX (2.4B). 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 : 10.48 vs. PGPRX (7.52). BALCX return over 5 years is better than : 28.31 vs. PGPRX (22.74).
| 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 | 7.959 | 7.254 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.4B | 12,020% |
| Annual Yield % from dividends | 1.16 | 1.25 | 92% |
| Returns for 1 year | 10.48 | 7.52 | 139% |
| Returns for 3 years | 35.58 | 36.58 | 97% |
| Returns for 5 years | 28.31 | 22.74 | 125% |
| Returns for 10 years | 73.63 | 83.20 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement