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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
Aug 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. PWTYX (231M). PWTYX pays higher dividends than BALCX: PWTYX (1.26) vs BALCX (1.16). 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 : 11.32 vs. PWTYX (7.53). BALCX return over 5 years is better than : 30.01 vs. PWTYX (-0.51).
| 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 | 10.359 | 9.751 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 231M | 122,511% |
| Annual Yield % from dividends | 1.16 | 1.26 | 92% |
| Returns for 1 year | 11.32 | 7.53 | 150% |
| Returns for 3 years | 40.46 | 30.88 | 131% |
| Returns for 5 years | 30.01 | -0.51 | -5,929% |
| Returns for 10 years | 75.36 | 45.95 | 164% |
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