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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
George Putnam Balanced C
Price$28.04
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.31B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Oct 08, 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: 266B vs. PGPCX (2.31B). BALCX pays higher dividends than PGPCX: BALCX (1.12) vs PGPCX (0.91). 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 (8.78) and PGPCX (8.58) have marching annual gain over last year. BALCX return over 5 years is better than : 39.29 vs. PGPCX (29.85).
| 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 | 14.071 | 11.389 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.31B | 11,495% |
| Annual Yield % from dividends | 1.12 | 0.91 | 123% |
| Returns for 1 year | 8.78 | 8.58 | 102% |
| Returns for 3 years | 48.39 | 52.39 | 92% |
| Returns for 5 years | 39.29 | 29.85 | 132% |
| Returns for 10 years | 69.27 | 80.93 | 86% |
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