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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PIBAX (1.08B). PIBAX pays higher dividends than BALCX: PIBAX (1.77) vs BALCX (1.14). 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 : 11.18 vs. PIBAX (8.87). BALCX return over 5 years is better than : 29.01 vs. PIBAX (11.94).
| 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 | 8.148 | 7.307 | 112% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.08B | 26,642% |
| Annual Yield % from dividends | 1.14 | 1.77 | 64% |
| Returns for 1 year | 11.18 | 8.87 | 126% |
| Returns for 3 years | 36.57 | 30.80 | 119% |
| Returns for 5 years | 29.01 | 11.94 | 243% |
| Returns for 10 years | 72.74 | 51.82 | 140% |
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