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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$35.34
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.2B
George Putnam Balanced C
Price$25.64
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets2.13B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Jun 22, 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: 244B vs. PGPCX (2.14B). BALCX pays higher dividends than PGPCX: BALCX (1.24) vs PGPCX (1.05). 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 (3.76) and PGPCX (3.64) have marching annual gain over last year. BALCX return over 5 years is better than : 33.29 vs. PGPCX (26.66).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 4.062 | 1.764 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.14B | 11,429% |
| Annual Yield % from dividends | 1.24 | 1.05 | 118% |
| Returns for 1 year | 3.76 | 3.64 | 103% |
| Returns for 3 years | 29.83 | 35.42 | 84% |
| Returns for 5 years | 33.29 | 26.66 | 125% |
| Returns for 10 years | 50.44 | 57.66 | 87% |
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