BALFX
Price
$40.43
Change
-$0.32 (-0.79%)
Updated
Jul 13 closing price
Net Assets
288.09B
PALRX
Price
$19.32
Change
-$0.14 (-0.72%)
Updated
Jul 13 closing price
Net Assets
1.08B
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BALFX vs PALRX

BALFX vs PALRX Comparison Chart in %
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BALFX vs. PALRX commentary
Jul 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 BALFX is a Buy and PALRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PALRX (1.08B). BALFX pays higher dividends than PALRX: BALFX (1.75) vs PALRX (1.34). 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 : 12.01 vs. PALRX (8.36). BALFX return over 5 years is better than : 32.95 vs. PALRX (9.76).
BALFXPALRXBALFX / PALRX
Total Expense Ratio0.611.4741%
Annual Report Gross Expense Ratio0.6120.463%
Fund Existence25 years22 years-
Gain YTD8.5337.045121%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B1.08B26,642%
Annual Yield % from dividends1.751.34131%
Returns for 1 year12.018.36144%
Returns for 3 years39.5528.96137%
Returns for 5 years32.959.76338%
Returns for 10 years81.3446.09176%
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