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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
Jul 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 PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PSQGX (158M). BALFX pays higher dividends than PSQGX: BALFX (1.75) vs PSQGX (1.50). 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 : 12.52 vs. PSQGX (-2.45). BALFX return over 5 years is better than : 33.96 vs. PSQGX (7.91).
| 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 | 9.393 | 3.561 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 158M | 182,278% |
| Annual Yield % from dividends | 1.75 | 1.50 | 117% |
| Returns for 1 year | 12.52 | -2.45 | -511% |
| Returns for 3 years | 42.50 | 10.36 | 410% |
| Returns for 5 years | 33.96 | 7.91 | 429% |
| Returns for 10 years | 83.07 | 64.00 | 130% |
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