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BALFX vs PWTYX
BALFX vs PWTYX Comparison
Open Charts BALFX vs PWTYX
BALFX vs PWTYX Comparison Chart in %
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BALFX vs. PWTYX commentary
Jun 29, 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 PWTYX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. PWTYX (226M). BALFX pays higher dividends than PWTYX: BALFX (1.75) vs PWTYX (1.25). BALFX was incepted earlier than PWTYX: BALFX (25 years) vs PWTYX (33 years). PWTYX (0.77) is less costly to investors than BALFX (0.61). PWTYX is a more actively managed with annual turnover of: 57.00 vs. BALFX (50.00). BALFX annual gain was more profitable for investors over the last year : 13.60 vs. PWTYX (8.01). BALFX return over 5 years is better than : 34.53 vs. PWTYX (-2.43).
| BALFX | PWTYX | BALFX / PWTYX | |
| Total Expense Ratio | 0.61 | 0.77 | 79% |
| Annual Report Gross Expense Ratio | 0.61 | 0.77 | 79% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.856 | 5.966 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 226M | 127,434% |
| Annual Yield % from dividends | 1.75 | 1.25 | 141% |
| Returns for 1 year | 13.60 | 8.01 | 170% |
| Returns for 3 years | 42.64 | 28.52 | 150% |
| Returns for 5 years | 34.53 | -2.43 | -1,422% |
| Returns for 10 years | 88.27 | 50.24 | 176% |
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