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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 24, 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: 288B vs. PLBBX (67.6M). 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 : 19.92 vs. BALCX (15.81). BALCX return over 5 years is better than : 31.93 vs. PLBBX (10.45).
| 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 | 9.011 | 9.879 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 67.6M | 426,036% |
| Annual Yield % from dividends | 1.16 | 8.62 | 13% |
| Returns for 1 year | 15.81 | 19.92 | 79% |
| Returns for 3 years | 41.11 | 44.16 | 93% |
| Returns for 5 years | 31.93 | 10.45 | 306% |
| Returns for 10 years | 80.43 | 111.79 | 72% |
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