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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
Jun 04, 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 PLBBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. PLBBX (68M). PLBBX pays higher dividends than BALCX: PLBBX (8.62) vs BALCX (1.16). 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 (26.00). 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 : 19.83 vs. BALCX (16.84). BALCX return over 5 years is better than : 31.27 vs. PLBBX (13.85).
| 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 | 9.372 | 9.231 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 68M | 410,294% |
| Annual Yield % from dividends | 1.16 | 8.62 | 13% |
| Returns for 1 year | 16.84 | 19.83 | 85% |
| Returns for 3 years | 42.32 | 45.06 | 94% |
| Returns for 5 years | 31.27 | 13.85 | 226% |
| Returns for 10 years | 77.17 | 104.54 | 74% |
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