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BALFX vs PSQGX
BALFX vs PSQGX Comparison
Open Charts BALFX vs PSQGX
BALFX vs PSQGX Comparison Chart in %
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BALFX vs. PSQGX 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 PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. PSQGX (152M). BALFX pays higher dividends than PSQGX: BALFX (1.76) vs PSQGX (1.47). BALFX was incepted earlier than PSQGX: BALFX (26 years) vs PSQGX (12 years). PSQGX (1.10) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. PSQGX (9.00). BALFX has a lower initial minimum investment than PSQGX: BALFX (250) vs PSQGX (2000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. PSQGX (-5.39). BALFX return over 5 years is better than : 31.40 vs. PSQGX (7.26).
| BALFX | PSQGX | BALFX / PSQGX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 1.10 | 55% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 8.480 | 3.923 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 152M | 187,500% |
| Annual Yield % from dividends | 1.76 | 1.47 | 120% |
| Returns for 1 year | 6.65 | -5.39 | -123% |
| Returns for 3 years | 41.33 | 10.81 | 382% |
| Returns for 5 years | 31.40 | 7.26 | 433% |
| Returns for 10 years | 83.89 | 64.87 | 129% |
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