Interact to see
Advertisement
Advertisement
BALFX vs PSQGX
BALFX vs PSQGX Comparison
Open Charts BALFX vs PSQGX
BALFX vs PSQGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. PSQGX 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 PSQGX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PSQGX (157M). BALFX pays higher dividends than PSQGX: BALFX (1.78) vs PSQGX (1.48). BALFX was incepted earlier than PSQGX: BALFX (25 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 : 11.29 vs. PSQGX (-1.05). BALFX return over 5 years is better than : 32.23 vs. PSQGX (7.96).
| BALFX | PSQGX | BALFX / PSQGX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 1.10 | 55% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.372 | 4.164 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 157M | 183,439% |
| Annual Yield % from dividends | 1.78 | 1.48 | 120% |
| Returns for 1 year | 11.29 | -1.05 | -1,074% |
| Returns for 3 years | 38.49 | 9.19 | 419% |
| Returns for 5 years | 32.23 | 7.96 | 405% |
| Returns for 10 years | 82.24 | 62.76 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IUAAX | 34.55 | 0.23 | +0.67% |
| VY® Invesco Equity and Income A | |||
| RGEAX | 12.17 | 0.05 | +0.41% |
| Russell Inv Global Equity A | |||
| VWNAX | 91.78 | 0.31 | +0.34% |
| Vanguard Windsor II Admiral | |||
| NCIGX | 38.85 | -0.19 | -0.49% |
| Nuveen International Value C | |||
| MISCX | 15.94 | -0.12 | -0.75% |
| BNY Mellon Small Cap Multi-Strategy Inv | |||