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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
George Putnam Balanced C
Price$26.89
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets2.23B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Aug 10, 2025
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 BALCX is a Buy and PGPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. PGPCX (2.23B). BALCX pays higher dividends than PGPCX: BALCX (1.18) vs PGPCX (1.09). BALCX was incepted earlier than PGPCX: BALCX (24 years) vs PGPCX (26 years). PGPCX (1.68) is less costly to investors than BALCX (1.31). PGPCX is a more actively managed with annual turnover of: 80.00 vs. BALCX (44.00). PGPCX has a lower initial minimum investment than BALCX: PGPCX (0) vs BALCX (250). PGPCX annual gain was more profitable for investors over the last year : 10.65 vs. BALCX (9.31). BALCX return over 5 years is better than : 32.91 vs. PGPCX (25.59).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 8.450 | 6.821 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.23B | 11,411% |
| Annual Yield % from dividends | 1.18 | 1.09 | 109% |
| Returns for 1 year | 9.31 | 10.65 | 87% |
| Returns for 3 years | 29.24 | 32.72 | 89% |
| Returns for 5 years | 32.91 | 25.59 | 129% |
| Returns for 10 years | 57.99 | 68.13 | 85% |
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