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BALCX vs PWTAX
BALCX vs PWTAX Comparison
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BALCX vs PWTAX Comparison Chart in %
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BALCX vs. PWTAX 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 PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. PWTAX (229M). BALCX (1.16) and PWTAX (1.14) have matching dividends . BALCX was incepted earlier than PWTAX: BALCX (25 years) vs PWTAX (33 years). BALCX (1.30) is less costly to investors than PWTAX (1.03). PWTAX is a more actively managed with annual turnover of: 57.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than PWTAX: BALCX (250) vs PWTAX (1000). BALCX annual gain was more profitable for investors over the last year : 11.76 vs. PWTAX (7.83). BALCX return over 5 years is better than : 29.99 vs. PWTAX (-2.37).
| BALCX | PWTAX | BALCX / PWTAX | |
| Total Expense Ratio | 1.30 | 1.03 | 126% |
| Annual Report Gross Expense Ratio | 1.30 | 1.03 | 126% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 9.604 | 9.186 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 229M | 123,581% |
| Annual Yield % from dividends | 1.16 | 1.14 | 101% |
| Returns for 1 year | 11.76 | 7.83 | 150% |
| Returns for 3 years | 41.83 | 31.33 | 134% |
| Returns for 5 years | 29.99 | -2.37 | -1,263% |
| Returns for 10 years | 74.16 | 39.41 | 188% |
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