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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced R
Price$25.79
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets2.16B
BALCX vs PGPRX Comparison Chart
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BALCX vs. PGPRX 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. PGPRX (2.16B). 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 : 14.89 vs. BALCX (11.44). PGPRX return over 5 years is better than : 27.40 vs. BALCX (25.92).
| 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 | 1.938 | 1.296 | 150% |
| 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 | 0.89 | 178% |
| Returns for 1 year | 11.44 | 14.89 | 77% |
| Returns for 3 years | 10.59 | 16.99 | 62% |
| Returns for 5 years | 25.92 | 27.40 | 95% |
| Returns for 10 years | 49.96 | 69.57 | 72% |
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