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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$38.23
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
George Putnam Balanced R
Price$27.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.27B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Sep 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 Buy and PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. PGPRX (2.27B). PGPRX pays higher dividends than BALCX: PGPRX (1.31) vs BALCX (1.16). 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: 80.00 vs. BALCX (44.00). PGPRX has a lower initial minimum investment than BALCX: PGPRX (0) vs BALCX (250). BALCX (9.49) and PGPRX (9.39) have marching annual gain over last year. BALCX return over 5 years is better than : 38.87 vs. PGPRX (33.13).
| 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 | 12.572 | 10.092 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 2.27B | 11,522% |
| Annual Yield % from dividends | 1.16 | 1.31 | 89% |
| Returns for 1 year | 9.49 | 9.39 | 101% |
| Returns for 3 years | 39.37 | 44.04 | 89% |
| Returns for 5 years | 38.87 | 33.13 | 117% |
| Returns for 10 years | 70.34 | 87.39 | 80% |