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BALCX vs PLBBX
BALCX vs PLBBX Comparison
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BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX 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 PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. PLBBX (65.6M). PLBBX pays higher dividends than BALCX: PLBBX (8.53) vs BALCX (1.14). BALCX was incepted earlier than PLBBX: BALCX (26 years) vs PLBBX (19 years). PLBBX (1.54) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. PLBBX (29.00). BALCX has a lower initial minimum investment than PLBBX: BALCX (250) vs PLBBX (2500). PLBBX annual gain was more profitable for investors over the last year : 10.91 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. PLBBX (6.09).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.30 | 1.44 | 90% |
| Annual Report Gross Expense Ratio | 1.30 | 1.54 | 84% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 7.959 | 9.150 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 65.6M | 434,451% |
| Annual Yield % from dividends | 1.14 | 8.53 | 13% |
| Returns for 1 year | 5.86 | 10.91 | 54% |
| Returns for 3 years | 38.31 | 36.54 | 105% |
| Returns for 5 years | 27.49 | 6.09 | 452% |
| Returns for 10 years | 75.19 | 102.04 | 74% |
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