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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX commentary
Aug 23, 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 PSQGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. PSQGX (157M). PSQGX pays higher dividends than BALCX: PSQGX (1.48) vs BALCX (1.16). BALCX was incepted earlier than PSQGX: BALCX (25 years) vs PSQGX (12 years). BALCX (1.30) is less costly to investors than PSQGX (1.10). BALCX is a more actively managed with annual turnover of: 50.00 vs. PSQGX (9.00). BALCX has a lower initial minimum investment than PSQGX: BALCX (250) vs PSQGX (2000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. PSQGX (-1.06). BALCX return over 5 years is better than : 29.99 vs. PSQGX (8.54).
| BALCX | PSQGX | BALCX / PSQGX | |
| Total Expense Ratio | 1.30 | 0.97 | 134% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 9.604 | 6.035 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 157M | 180,255% |
| Annual Yield % from dividends | 1.16 | 1.48 | 78% |
| Returns for 1 year | 11.76 | -1.06 | -1,108% |
| Returns for 3 years | 41.83 | 13.06 | 320% |
| Returns for 5 years | 29.99 | 8.54 | 351% |
| Returns for 10 years | 74.16 | 65.39 | 113% |
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