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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$38.33
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.06B
George Putnam Balanced C
Price$27.73
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets2.29B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. PGPCX (2.29B). BALCX pays higher dividends than PGPCX: BALCX (1.16) vs PGPCX (0.93). BALCX was incepted earlier than PGPCX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 9.16 vs. PGPCX (8.37). BALCX return over 5 years is better than : 37.96 vs. PGPCX (28.66).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 12.867 | 9.721 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.29B | 11,510% |
| Annual Yield % from dividends | 1.16 | 0.93 | 125% |
| Returns for 1 year | 9.16 | 8.37 | 109% |
| Returns for 3 years | 40.62 | 43.61 | 93% |
| Returns for 5 years | 37.96 | 28.66 | 132% |
| Returns for 10 years | 71.72 | 80.08 | 90% |
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