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BALCX vs PIBQX
BALCX vs PIBQX Comparison
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BALCX vs PIBQX Comparison Chart in %
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BALCX vs. PIBQX commentary
Jun 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 Hold and PIBQX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PIBQX (1.1B). PIBQX pays higher dividends than BALCX: PIBQX (2.04) vs BALCX (1.16). BALCX was incepted earlier than PIBQX: BALCX (25 years) vs PIBQX (9 years). BALCX (1.30) is less costly to investors than PIBQX (0.73). PIBQX is a more actively managed with annual turnover of: 107.00 vs. BALCX (50.00). PIBQX has a lower initial minimum investment than BALCX: PIBQX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 14.02 vs. PIBQX (10.97). BALCX return over 5 years is better than : 29.25 vs. PIBQX (14.26).
| BALCX | PIBQX | BALCX / PIBQX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 1.30 | 0.73 | 178% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 8.321 | 7.041 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.1B | 26,158% |
| Annual Yield % from dividends | 1.16 | 2.04 | 57% |
| Returns for 1 year | 14.02 | 10.97 | 128% |
| Returns for 3 years | 39.52 | 34.78 | 114% |
| Returns for 5 years | 29.25 | 14.26 | 205% |
| Returns for 10 years | 76.48 | N/A | - |
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