Interact to see
Advertisement
Advertisement
BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
BALCX vs PSQGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PSQGX commentary
Sep 13, 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: 285B vs. PSQGX (152M). PSQGX pays higher dividends than BALCX: PSQGX (1.47) vs BALCX (1.14). BALCX was incepted earlier than PSQGX: BALCX (26 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 : 5.86 vs. PSQGX (-5.39). BALCX return over 5 years is better than : 27.49 vs. PSQGX (7.26).
| BALCX | PSQGX | BALCX / PSQGX | |
| Total Expense Ratio | 1.30 | 0.97 | 134% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 7.959 | 3.923 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 152M | 187,500% |
| Annual Yield % from dividends | 1.14 | 1.47 | 78% |
| Returns for 1 year | 5.86 | -5.39 | -109% |
| Returns for 3 years | 38.31 | 10.81 | 354% |
| Returns for 5 years | 27.49 | 7.26 | 379% |
| Returns for 10 years | 75.19 | 64.87 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement