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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced R
Price$25.46
Change-$0.55 (-2.11%)
VolumeN/A
CapitalizationN/A
BALCX vs PGPRX Comparison Chart
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BALCX vs. PGPRX commentary
Dec 19, 2024
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 PGPRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. PGPRX (2.15B). BALCX pays higher dividends than PGPRX: BALCX (1.59) vs PGPRX (0.89). BALCX was incepted earlier than PGPRX: BALCX (24 years) vs PGPRX (22 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. PGPRX (47.00). 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 : 16.64 vs. BALCX (11.89). PGPRX return over 5 years is better than : 31.91 vs. BALCX (28.93).
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 10.937 | 15.820 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 1.59 | 0.89 | 178% |
| Returns for 1 year | 11.89 | 16.64 | 71% |
| Returns for 3 years | 10.17 | 15.85 | 64% |
| Returns for 5 years | 28.93 | 31.91 | 91% |
| Returns for 10 years | 40.96 | 69.09 | 59% |
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