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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
Sep 13, 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 PIBQX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PIBQX (1.06B). PIBQX pays higher dividends than BALCX: PIBQX (2.05) vs BALCX (1.14). BALCX was incepted earlier than PIBQX: BALCX (26 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 : 5.86 vs. PIBQX (3.23). BALCX return over 5 years is better than : 27.49 vs. PIBQX (12.43).
| BALCX | PIBQX | BALCX / PIBQX | |
| Total Expense Ratio | 1.30 | 0.65 | 200% |
| Annual Report Gross Expense Ratio | 1.30 | 0.73 | 178% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 7.959 | 7.287 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.06B | 26,912% |
| Annual Yield % from dividends | 1.14 | 2.05 | 56% |
| Returns for 1 year | 5.86 | 3.23 | 181% |
| Returns for 3 years | 38.31 | 33.38 | 115% |
| Returns for 5 years | 27.49 | 12.43 | 221% |
| Returns for 10 years | 75.19 | N/A | - |
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