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BALFX vs PGEMX
BALFX vs PGEMX Comparison
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BALFX vs PGEMX Comparison Chart in %
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BALFX vs. PGEMX 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 PGEMX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. PGEMX (2.43B). BALFX pays higher dividends than PGEMX: BALFX (1.78) vs PGEMX (0.98). 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 : 12.57 vs. PGEMX (8.37). BALFX return over 5 years is better than : 33.93 vs. PGEMX (22.28).
| 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 | 10.064 | 8.917 | 113% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 2.43B | 11,637% |
| Annual Yield % from dividends | 1.78 | 0.98 | 181% |
| Returns for 1 year | 12.57 | 8.37 | 150% |
| Returns for 3 years | 44.90 | 42.11 | 107% |
| Returns for 5 years | 33.93 | 22.28 | 152% |
| Returns for 10 years | 82.80 | 80.13 | 103% |
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