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Compare trend and price BALCX vs PWTYX
BALCX vs PWTYX Comparison
Open Charts BALCX vs PWTYX
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BALCX vs PWTYX Comparison Chart
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BALCX vs. PWTYX commentary
Dec 03, 2023
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: 204B vs. PWTYX (215M). PWTYX pays higher dividends than BALCX: PWTYX (1.03) vs BALCX (0.86). BALCX was incepted earlier than PWTYX: BALCX (23 years) vs PWTYX (31 years). BALCX (1.32) is less costly to investors than PWTYX (0.72). PWTYX is a more actively managed with annual turnover of: 65.00 vs. BALCX (52.00). BALCX has a lower initial minimum investment than PWTYX: BALCX (250) vs PWTYX (2000000). BALCX annual gain was more profitable for investors over the last year : 5.65 vs. PWTYX (-0.21). BALCX return over 5 years is better than : 17.95 vs. PWTYX (-0.10).
| BALCX | PWTYX | BALCX / PWTYX | |
| Total Expense Ratio | 1.32 | 0.72 | 183% |
| Annual Report Gross Expense Ratio | 1.32 | 0.72 | 183% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 8.931 | 13.180 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 204B | 215M | 94,884% |
| Annual Yield % from dividends | 0.86 | 1.03 | 83% |
| Returns for 1 year | 5.65 | -0.21 | -2,738% |
| Returns for 3 years | 4.21 | -16.53 | -25% |
| Returns for 5 years | 17.95 | -0.10 | -17,166% |
| Returns for 10 years | 36.22 | 37.32 | 97% |
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