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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced C
Price$25.56
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets2.16B
BALCX vs PGPCX Comparison Chart
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BALCX vs. PGPCX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. PGPCX (2.16B). BALCX pays higher dividends than PGPCX: BALCX (1.59) vs PGPCX (0.45). BALCX was incepted earlier than PGPCX: BALCX (24 years) vs PGPCX (26 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 : 14.29 vs. BALCX (11.44). BALCX return over 5 years is better than : 25.92 vs. PGPCX (24.13).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 1.938 | 1.268 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.16B | 11,137% |
| Annual Yield % from dividends | 1.59 | 0.45 | 350% |
| Returns for 1 year | 11.44 | 14.29 | 80% |
| Returns for 3 years | 10.59 | 15.18 | 70% |
| Returns for 5 years | 25.92 | 24.13 | 107% |
| Returns for 10 years | 49.96 | 62.71 | 80% |
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