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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
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 PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PLBBX (67.4M). PLBBX pays higher dividends than BALCX: PLBBX (8.51) vs BALCX (1.14). BALCX was incepted earlier than PLBBX: BALCX (25 years) vs PLBBX (19 years). PLBBX (1.53) 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 : 17.06 vs. BALCX (11.18). BALCX return over 5 years is better than : 29.01 vs. PLBBX (8.43).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.30 | 1.44 | 90% |
| Annual Report Gross Expense Ratio | 1.30 | 1.53 | 85% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 8.148 | 10.202 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 67.4M | 427,300% |
| Annual Yield % from dividends | 1.14 | 8.51 | 13% |
| Returns for 1 year | 11.18 | 17.06 | 66% |
| Returns for 3 years | 36.57 | 39.58 | 92% |
| Returns for 5 years | 29.01 | 8.43 | 344% |
| Returns for 10 years | 72.74 | 103.10 | 71% |
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