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
Jun 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PALRX (1.09B). BALFX pays higher dividends than PALRX: BALFX (1.75) 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 : 16.70 vs. PALRX (11.95). BALFX return over 5 years is better than : 35.95 vs. PALRX (11.93).
| 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 | 9.366 | 7.375 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.09B | 26,374% |
| Annual Yield % from dividends | 1.75 | 1.35 | 130% |
| Returns for 1 year | 16.70 | 11.95 | 140% |
| Returns for 3 years | 44.22 | 32.52 | 136% |
| Returns for 5 years | 35.95 | 11.93 | 301% |
| Returns for 10 years | 89.39 | 52.59 | 170% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers