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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
Jul 12, 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 PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PSQGX (158M). PSQGX pays higher dividends than BALCX: PSQGX (1.50) vs BALCX (1.14). 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 : 11.70 vs. PSQGX (-2.45). BALCX return over 5 years is better than : 30.00 vs. PSQGX (7.91).
| 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 | 9.011 | 3.561 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 158M | 182,278% |
| Annual Yield % from dividends | 1.14 | 1.50 | 76% |
| Returns for 1 year | 11.70 | -2.45 | -478% |
| Returns for 3 years | 39.48 | 10.36 | 381% |
| Returns for 5 years | 30.00 | 7.91 | 379% |
| Returns for 10 years | 74.40 | 64.00 | 116% |
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