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BALFX vs PWTYX ᐉ Comparison: Which is Better to Invest?
BALFX vs PWTYX Comparison
Open Charts BALFX vs PWTYX
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BALFX vs PWTYX Comparison Chart
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BALFX vs. PWTYX commentary
Nov 28, 2023
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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 202B vs. PWTYX (212M). BALFX pays higher dividends than PWTYX: BALFX (1.62) vs PWTYX (1.10). BALFX was incepted earlier than PWTYX: BALFX (23 years) vs PWTYX (31 years). PWTYX (0.72) is less costly to investors than BALFX (0.62). PWTYX is a more actively managed with annual turnover of: 65.00 vs. BALFX (52.00). BALFX has a lower initial minimum investment than PWTYX: BALFX (250) vs PWTYX (2000000). BALFX annual gain was more profitable for investors over the last year : 6.37 vs. PWTYX (-0.46). BALFX return over 5 years is better than : 20.49 vs. PWTYX (-1.28).
| BALFX | PWTYX | BALFX / PWTYX | |
| Total Expense Ratio | 0.62 | 0.72 | 86% |
| Annual Report Gross Expense Ratio | 0.62 | 0.72 | 86% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 8.330 | 11.511 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 202B | 212M | 95,283% |
| Annual Yield % from dividends | 1.62 | 1.10 | 147% |
| Returns for 1 year | 6.37 | -0.46 | -1,384% |
| Returns for 3 years | 5.48 | -17.73 | -31% |
| Returns for 5 years | 20.49 | -1.28 | -1,605% |
| Returns for 10 years | 39.67 | 34.35 | 115% |
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