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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
George Putnam Balanced R
Price$27.13
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.23B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Aug 10, 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 PGPRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. PGPRX (2.23B). PGPRX pays higher dividends than BALCX: PGPRX (1.57) vs BALCX (1.18). BALCX was incepted earlier than PGPRX: BALCX (24 years) vs PGPRX (23 years). BALCX (1.31) is less costly to investors than PGPRX (1.18). PGPRX is a more actively managed with annual turnover of: 80.00 vs. BALCX (44.00). PGPRX has a lower initial minimum investment than BALCX: PGPRX (0) vs BALCX (250). PGPRX annual gain was more profitable for investors over the last year : 11.21 vs. BALCX (9.31). BALCX return over 5 years is better than : 32.91 vs. PGPRX (28.92).
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 8.450 | 7.131 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.23B | 11,411% |
| Annual Yield % from dividends | 1.18 | 1.57 | 75% |
| Returns for 1 year | 9.31 | 11.21 | 83% |
| Returns for 3 years | 29.24 | 34.76 | 84% |
| Returns for 5 years | 32.91 | 28.92 | 114% |
| Returns for 10 years | 57.99 | 75.35 | 77% |
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