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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
Aug 23, 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 PSQGX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B 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 : 12.57 vs. PSQGX (-1.06). BALFX return over 5 years is better than : 33.93 vs. PSQGX (8.54).
| 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 | 10.064 | 6.035 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 157M | 180,255% |
| Annual Yield % from dividends | 1.78 | 1.48 | 120% |
| Returns for 1 year | 12.57 | -1.06 | -1,184% |
| Returns for 3 years | 44.90 | 13.06 | 344% |
| Returns for 5 years | 33.93 | 8.54 | 397% |
| Returns for 10 years | 82.80 | 65.39 | 127% |
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