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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
Sep 13, 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: 285B vs. PGEMX (2.4B). BALFX pays higher dividends than PGEMX: BALFX (1.76) vs PGEMX (0.97). BALFX was incepted earlier than PGEMX: BALFX (26 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 : 6.65 vs. PGEMX (3.89). BALFX return over 5 years is better than : 31.40 vs. PGEMX (20.22).
| BALFX | PGEMX | BALFX / PGEMX | |
| Total Expense Ratio | 0.61 | 1.41 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.41 | 43% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 8.480 | 7.508 | 113% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 2.4B | 11,870% |
| Annual Yield % from dividends | 1.76 | 0.97 | 182% |
| Returns for 1 year | 6.65 | 3.89 | 171% |
| Returns for 3 years | 41.33 | 37.92 | 109% |
| Returns for 5 years | 31.40 | 20.22 | 155% |
| Returns for 10 years | 83.89 | 81.36 | 103% |
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