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BALFX vs PIBAX
BALFX vs PIBAX Comparison
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BALFX vs PIBAX Comparison Chart in %
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BALFX vs. PIBAX commentary
Jun 24, 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 PIBAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PIBAX (1.09B). PIBAX (1.76) and BALFX (1.75) have matching dividends . BALFX was incepted earlier than PIBAX: BALFX (25 years) vs PIBAX (30 years). PIBAX (1.12) is less costly to investors than BALFX (0.61). PIBAX is a more actively managed with annual turnover of: 107.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than PIBAX: BALFX (250) vs PIBAX (1000). BALFX annual gain was more profitable for investors over the last year : 14.82 vs. PIBAX (12.42). BALFX return over 5 years is better than : 33.97 vs. PIBAX (14.16).
| BALFX | PIBAX | BALFX / PIBAX | |
| Total Expense Ratio | 0.61 | 1.00 | 61% |
| Annual Report Gross Expense Ratio | 0.61 | 1.12 | 54% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 8.238 | 7.583 | 109% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.09B | 26,398% |
| Annual Yield % from dividends | 1.75 | 1.76 | 99% |
| Returns for 1 year | 14.82 | 12.42 | 119% |
| Returns for 3 years | 42.73 | 34.36 | 124% |
| Returns for 5 years | 33.97 | 14.16 | 240% |
| Returns for 10 years | 87.44 | 58.61 | 149% |
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