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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$32.84
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
George Putnam Balanced C
Price$23.59
Change+$0.23 (+0.98%)
VolumeN/A
Net Assets1.94B
BALCX vs PGPCX Comparison Chart
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BALCX vs. PGPCX commentary
Apr 12, 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: 224B vs. PGPCX (1.94B). BALCX (1.28) and PGPCX (1.26) have matching dividends . BALCX was incepted earlier than PGPCX: BALCX (24 years) vs PGPCX (26 years). PGPCX (1.68) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. PGPCX (80.00). 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 : 0.12 vs. PGPCX (-1.26). BALCX return over 5 years is better than : 31.24 vs. PGPCX (26.44).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.32 | 1.68 | 79% |
| Annual Report Gross Expense Ratio | 1.32 | 1.68 | 79% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -3.425 | -7.285 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 1.94B | 11,529% |
| Annual Yield % from dividends | 1.28 | 1.26 | 102% |
| Returns for 1 year | 0.12 | -1.26 | -10% |
| Returns for 3 years | 8.46 | 11.22 | 75% |
| Returns for 5 years | 31.24 | 26.44 | 118% |
| Returns for 10 years | 39.73 | 43.84 | 91% |