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BALFX vs PWTAX
BALFX vs PWTAX Comparison
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BALFX vs PWTAX Comparison Chart in %
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BALFX vs. PWTAX commentary
Jul 14, 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 PWTAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PWTAX (228M). BALFX pays higher dividends than PWTAX: BALFX (1.75) vs PWTAX (1.14). BALFX was incepted earlier than PWTAX: BALFX (25 years) vs PWTAX (33 years). PWTAX (1.03) is less costly to investors than BALFX (0.61). PWTAX is a more actively managed with annual turnover of: 57.00 vs. BALFX (50.00). BALFX has a lower initial minimum investment than PWTAX: BALFX (250) vs PWTAX (1000). BALFX annual gain was more profitable for investors over the last year : 12.01 vs. PWTAX (7.90). BALFX return over 5 years is better than : 32.95 vs. PWTAX (-3.58).
| BALFX | PWTAX | BALFX / PWTAX | |
| Total Expense Ratio | 0.61 | 1.03 | 59% |
| Annual Report Gross Expense Ratio | 0.61 | 1.03 | 59% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.533 | 7.424 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 228M | 126,316% |
| Annual Yield % from dividends | 1.75 | 1.14 | 154% |
| Returns for 1 year | 12.01 | 7.90 | 152% |
| Returns for 3 years | 39.55 | 25.90 | 153% |
| Returns for 5 years | 32.95 | -3.58 | -921% |
| Returns for 10 years | 81.34 | 40.01 | 203% |
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