Interact to see
Advertisement
Advertisement
BALFX vs PALRX
BALFX vs PALRX Comparison
Open Charts BALFX vs PALRX
BALFX vs PALRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. PALRX 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 BALFX is a Hold and PALRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. PALRX (1.08B). BALFX pays higher dividends than PALRX: BALFX (1.78) vs PALRX (1.35). BALFX was incepted earlier than PALRX: BALFX (25 years) vs PALRX (22 years). PALRX (20.46) is less costly to investors than BALFX (0.61). PALRX is a more actively managed with annual turnover of: 107.00 vs. BALFX (50.00). PALRX has a lower initial minimum investment than BALFX: PALRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.57 vs. PALRX (6.96). BALFX return over 5 years is better than : 33.93 vs. PALRX (10.14).
| BALFX | PALRX | BALFX / PALRX | |
| Total Expense Ratio | 0.61 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.61 | 20.46 | 3% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 10.064 | 7.925 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.08B | 26,277% |
| Annual Yield % from dividends | 1.78 | 1.35 | 132% |
| Returns for 1 year | 12.57 | 6.96 | 181% |
| Returns for 3 years | 44.90 | 33.55 | 134% |
| Returns for 5 years | 33.93 | 10.14 | 335% |
| Returns for 10 years | 82.80 | 45.44 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CMIUX | 19.17 | 0.20 | +1.05% |
| Six Circles Mgd Eq Port Intl Uncons | |||
| LINVX | 26.05 | 0.25 | +0.97% |
| Lord Abbett International Opp R6 | |||
| CMDJX | 12.84 | 0.08 | +0.63% |
| American Funds U.S. Sm & Md Cp Eq 529-E | |||
| HHCZX | 16.97 | 0.08 | +0.47% |
| NexPoint Event Driven Z | |||
| FIKYX | 15.02 | N/A | N/A |
| Fidelity Advisor Asset Manager 40% Z | |||