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BALCX vs PWTYX
BALCX vs PWTYX Comparison
Open Charts BALCX vs PWTYX
BALCX vs PWTYX Comparison Chart in %
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BALCX vs. PWTYX commentary
Jul 06, 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 PWTYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. PWTYX (227M). PWTYX pays higher dividends than BALCX: PWTYX (1.25) vs BALCX (1.14). BALCX was incepted earlier than PWTYX: BALCX (25 years) vs PWTYX (33 years). BALCX (1.30) is less costly to investors than PWTYX (0.77). PWTYX is a more actively managed with annual turnover of: 57.00 vs. BALCX (50.00). BALCX annual gain was more profitable for investors over the last year : 12.30 vs. PWTYX (7.89). BALCX return over 5 years is better than : 29.99 vs. PWTYX (-2.41).
| BALCX | PWTYX | BALCX / PWTYX | |
| Total Expense Ratio | 1.30 | 0.77 | 169% |
| Annual Report Gross Expense Ratio | 1.30 | 0.77 | 169% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.876 | 6.807 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 227M | 126,872% |
| Annual Yield % from dividends | 1.14 | 1.25 | 91% |
| Returns for 1 year | 12.30 | 7.89 | 156% |
| Returns for 3 years | 39.03 | 28.18 | 138% |
| Returns for 5 years | 29.99 | -2.41 | -1,243% |
| Returns for 10 years | 76.31 | 47.88 | 159% |
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