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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$36.22
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
George Putnam Balanced R
Price$26.50
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.18B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 250B vs. PGPRX (2.18B). PGPRX pays higher dividends than BALCX: PGPRX (1.42) vs BALCX (1.24). BALCX was incepted earlier than PGPRX: BALCX (24 years) vs PGPRX (22 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). BALCX (6.81) and PGPRX (6.61) have marching annual gain over last year. BALCX return over 5 years is better than : 38.72 vs. PGPRX (35.50).
| 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 | 22 years | - |
| Gain YTD | 6.654 | 4.397 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 2.18B | 11,457% |
| Annual Yield % from dividends | 1.24 | 1.42 | 88% |
| Returns for 1 year | 6.81 | 6.61 | 103% |
| Returns for 3 years | 31.57 | 39.20 | 81% |
| Returns for 5 years | 38.72 | 35.50 | 109% |
| Returns for 10 years | 57.09 | 71.58 | 80% |
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