Interact to see
Advertisement
Advertisement
BALFX vs PGEMX
BALFX vs PGEMX Comparison
Open Charts BALFX vs PGEMX
BALFX vs PGEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. PGEMX commentary
Aug 03, 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 (2.4B). 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 : 11.29 vs. PGEMX (7.12). BALFX return over 5 years is better than : 32.23 vs. PGEMX (20.92).
| 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 | 8.372 | 7.089 | 118% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 2.4B | 12,020% |
| Annual Yield % from dividends | 1.78 | 0.98 | 181% |
| Returns for 1 year | 11.29 | 7.12 | 159% |
| Returns for 3 years | 38.49 | 35.37 | 109% |
| Returns for 5 years | 32.23 | 20.92 | 154% |
| Returns for 10 years | 82.24 | 79.39 | 104% |
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 % |
| IUAAX | 34.55 | 0.23 | +0.67% |
| VY® Invesco Equity and Income A | |||
| RGEAX | 12.17 | 0.05 | +0.41% |
| Russell Inv Global Equity A | |||
| VWNAX | 91.78 | 0.31 | +0.34% |
| Vanguard Windsor II Admiral | |||
| NCIGX | 38.85 | -0.19 | -0.49% |
| Nuveen International Value C | |||
| MISCX | 15.94 | -0.12 | -0.75% |
| BNY Mellon Small Cap Multi-Strategy Inv | |||