Interact to see
Advertisement
Advertisement
BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$36.55
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
George Putnam Balanced C
Price$26.52
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.2B
BALCX vs PGPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PGPCX commentary
Jul 20, 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 Hold and PGPCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. PGPCX (2.2B). BALCX pays higher dividends than PGPCX: BALCX (1.19) vs PGPCX (1.01). 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). BALCX annual gain was more profitable for investors over the last year : 6.23 vs. PGPCX (5.63). BALCX return over 5 years is better than : 34.75 vs. PGPCX (26.90).
| 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 | 7.714 | 5.217 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.2B | 11,465% |
| Annual Yield % from dividends | 1.19 | 1.01 | 117% |
| Returns for 1 year | 6.23 | 5.63 | 111% |
| Returns for 3 years | 33.48 | 37.59 | 89% |
| Returns for 5 years | 34.75 | 26.90 | 129% |
| Returns for 10 years | 55.47 | 62.92 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement