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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
Aug 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 PWTYX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. PWTYX (231M). BALFX pays higher dividends than PWTYX: BALFX (1.78) vs PWTYX (1.26). 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 : 12.14 vs. PWTYX (7.53). BALFX return over 5 years is better than : 33.99 vs. PWTYX (-0.51).
| 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 | 10.815 | 9.751 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 231M | 122,511% |
| Annual Yield % from dividends | 1.78 | 1.26 | 142% |
| Returns for 1 year | 12.14 | 7.53 | 161% |
| Returns for 3 years | 43.50 | 30.88 | 141% |
| Returns for 5 years | 33.99 | -0.51 | -6,715% |
| Returns for 10 years | 84.05 | 45.95 | 183% |
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