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BALFX vs PGEMX
BALFX vs PGEMX Comparison
Open Charts BALFX vs PGEMX
BALFX vs PGEMX Comparison Chart in %
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BALFX vs. PGEMX 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 PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PGEMX (2.41B). BALFX pays higher dividends than PGEMX: BALFX (1.75) vs PGEMX (0.88). BALFX was incepted earlier than PGEMX: BALFX (25 years) vs PGEMX (32 years). PGEMX (1.41) is less costly to investors than BALFX (0.61). PGEMX is a more actively managed with annual turnover of: 97.00 vs. BALFX (50.00). PGEMX has a lower initial minimum investment than BALFX: PGEMX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. PGEMX (8.96). BALFX return over 5 years is better than : 32.95 vs. PGEMX (22.26).
| BALFX | PGEMX | BALFX / PGEMX | |
| Total Expense Ratio | 0.61 | 1.41 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.41 | 43% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 8.533 | 7.690 | 111% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.41B | 11,940% |
| Annual Yield % from dividends | 1.75 | 0.88 | 199% |
| Returns for 1 year | 12.01 | 8.96 | 134% |
| Returns for 3 years | 39.55 | 37.02 | 107% |
| Returns for 5 years | 32.95 | 22.26 | 148% |
| Returns for 10 years | 81.34 | 80.82 | 101% |
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