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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
George Putnam Balanced C
Price$25.60
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets2.15B
BALCX vs PGPCX Comparison Chart
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BALCX vs. PGPCX commentary
Feb 23, 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: 242B 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 (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 : 9.81 vs. BALCX (8.38). BALCX return over 5 years is better than : 26.14 vs. PGPCX (23.33).
| 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 | 2.790 | 1.426 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,256% |
| Annual Yield % from dividends | 1.59 | 0.45 | 350% |
| Returns for 1 year | 8.38 | 9.81 | 85% |
| Returns for 3 years | 15.69 | 20.54 | 76% |
| Returns for 5 years | 26.14 | 23.33 | 112% |
| Returns for 10 years | 46.66 | 57.47 | 81% |
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