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BALFX vs PGPRX
BALFX vs PGPRX Comparison
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BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX commentary
Sep 12, 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 PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. PGPRX (2.4B). BALFX pays higher dividends than PGPRX: BALFX (1.76) vs PGPRX (1.23). BALFX was incepted earlier than PGPRX: BALFX (26 years) vs PGPRX (24 years). PGPRX (1.16) is less costly to investors than BALFX (0.61). PGPRX is a more actively managed with annual turnover of: 97.00 vs. BALFX (50.00). PGPRX has a lower initial minimum investment than BALFX: PGPRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. PGPRX (4.26). BALFX return over 5 years is better than : 31.40 vs. PGPRX (22.05).
| BALFX | PGPRX | BALFX / PGPRX | |
| Total Expense Ratio | 0.61 | 1.16 | 53% |
| Annual Report Gross Expense Ratio | 0.61 | 1.16 | 53% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 8.480 | 7.704 | 110% |
| Front Load | N/A | N/A | - |
| 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 | 1.23 | 143% |
| Returns for 1 year | 6.65 | 4.26 | 156% |
| Returns for 3 years | 41.33 | 39.22 | 105% |
| Returns for 5 years | 31.40 | 22.05 | 142% |
| Returns for 10 years | 83.89 | 85.33 | 98% |
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