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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced C
Price$25.25
Change-$0.54 (-2.09%)
VolumeN/A
CapitalizationN/A
BALCX vs PGPCX Comparison Chart
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BALCX vs. PGPCX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. PGPCX (2.15B). BALCX pays higher dividends than PGPCX: BALCX (1.59) vs PGPCX (0.45). BALCX was incepted earlier than PGPCX: BALCX (24 years) vs PGPCX (25 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. PGPCX (47.00). 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 : 16.04 vs. BALCX (11.89). BALCX (28.93) and PGPCX (28.49) have equivalent 5 years return.
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 10.937 | 15.221 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 1.59 | 0.45 | 350% |
| Returns for 1 year | 11.89 | 16.04 | 74% |
| Returns for 3 years | 10.17 | 14.10 | 72% |
| Returns for 5 years | 28.93 | 28.49 | 102% |
| Returns for 10 years | 40.96 | 62.22 | 66% |
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