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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$38.57
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.18B
George Putnam Balanced R
Price$28.19
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets2.31B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Oct 15, 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. PGPRX (2.31B). PGPRX pays higher dividends than BALCX: PGPRX (1.27) vs BALCX (1.12). BALCX was incepted earlier than PGPRX: BALCX (25 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: 97.00 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 : 7.73 vs. BALCX (7.34). BALCX return over 5 years is better than : 37.49 vs. PGPRX (31.13).
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 13.688 | 11.316 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.31B | 11,487% |
| Annual Yield % from dividends | 1.12 | 1.27 | 88% |
| Returns for 1 year | 7.34 | 7.73 | 95% |
| Returns for 3 years | 50.17 | 56.35 | 89% |
| Returns for 5 years | 37.49 | 31.13 | 120% |
| Returns for 10 years | 67.18 | 86.85 | 77% |
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