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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
Sep 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 PWTAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. PWTAX (225M). BALFX pays higher dividends than PWTAX: BALFX (1.76) vs PWTAX (1.12). BALFX was incepted earlier than PWTAX: BALFX (26 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 : 6.65 vs. PWTAX (2.12). BALFX return over 5 years is better than : 31.40 vs. PWTAX (-4.32).
| BALFX | PWTAX | BALFX / PWTAX | |
| Total Expense Ratio | 0.61 | 1.03 | 59% |
| Annual Report Gross Expense Ratio | 0.61 | 1.03 | 59% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 8.480 | 7.385 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 225M | 126,667% |
| Annual Yield % from dividends | 1.76 | 1.12 | 157% |
| Returns for 1 year | 6.65 | 2.12 | 313% |
| Returns for 3 years | 41.33 | 27.39 | 151% |
| Returns for 5 years | 31.40 | -4.32 | -726% |
| Returns for 10 years | 83.89 | 39.89 | 210% |
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