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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
Sep 12, 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 PIBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PIBAX (1.06B). PIBAX pays higher dividends than BALCX: PIBAX (1.76) vs BALCX (1.14). BALCX was incepted earlier than PIBAX: BALCX (26 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 : 5.86 vs. PIBAX (2.81). BALCX return over 5 years is better than : 27.49 vs. PIBAX (10.50).
| BALCX | PIBAX | BALCX / PIBAX | |
| Total Expense Ratio | 1.30 | 1.00 | 130% |
| Annual Report Gross Expense Ratio | 1.30 | 1.12 | 116% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 7.959 | 7.021 | 113% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.06B | 26,912% |
| Annual Yield % from dividends | 1.14 | 1.76 | 65% |
| Returns for 1 year | 5.86 | 2.81 | 208% |
| Returns for 3 years | 38.31 | 31.90 | 120% |
| Returns for 5 years | 27.49 | 10.50 | 262% |
| Returns for 10 years | 75.19 | 52.31 | 144% |
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