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BALFX vs PGEYX
BALFX vs PGEYX Comparison
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BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX 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 PGEYX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PGEYX (2.4B). BALFX pays higher dividends than PGEYX: BALFX (1.78) vs PGEYX (1.58). BALFX was incepted earlier than PGEYX: BALFX (25 years) vs PGEYX (32 years). PGEYX (0.66) is less costly to investors than BALFX (0.61). PGEYX is a more actively managed with annual turnover of: 97.00 vs. BALFX (50.00). PGEYX has a lower initial minimum investment than BALFX: PGEYX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. PGEYX (8.14). BALFX return over 5 years is better than : 32.23 vs. PGEYX (26.08).
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | 0.61 | 0.66 | 92% |
| Annual Report Gross Expense Ratio | 0.61 | 0.66 | 92% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 8.372 | 7.588 | 110% |
| Front Load | N/A | N/A | - |
| 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 | 1.58 | 113% |
| Returns for 1 year | 11.29 | 8.14 | 139% |
| Returns for 3 years | 38.49 | 38.80 | 99% |
| Returns for 5 years | 32.23 | 26.08 | 124% |
| Returns for 10 years | 82.24 | 94.34 | 87% |
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