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BALCX vs PIBAX
BALCX vs PIBAX Comparison
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BALCX vs PIBAX Comparison Chart in %
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BALCX vs. PIBAX 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 PIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. PIBAX (1.08B). PIBAX pays higher dividends than BALCX: PIBAX (1.78) vs BALCX (1.16). BALCX was incepted earlier than PIBAX: BALCX (25 years) vs PIBAX (30 years). BALCX (1.30) is less costly to investors than PIBAX (1.12). PIBAX is a more actively managed with annual turnover of: 107.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than PIBAX: BALCX (250) vs PIBAX (1000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. PIBAX (7.46). BALCX return over 5 years is better than : 29.99 vs. PIBAX (12.33).
| BALCX | PIBAX | BALCX / PIBAX | |
| Total Expense Ratio | 1.30 | 1.00 | 130% |
| Annual Report Gross Expense Ratio | 1.30 | 1.12 | 116% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 9.604 | 8.245 | 116% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.08B | 26,277% |
| Annual Yield % from dividends | 1.16 | 1.78 | 65% |
| Returns for 1 year | 11.76 | 7.46 | 158% |
| Returns for 3 years | 41.83 | 35.45 | 118% |
| Returns for 5 years | 29.99 | 12.33 | 243% |
| Returns for 10 years | 74.16 | 51.32 | 145% |
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