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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$33.73
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets232.94B
George Putnam Balanced R
Price$24.56
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets2.06B
BALCX vs PGPRX Comparison Chart
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BALCX vs. PGPRX commentary
Mar 12, 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: 233B vs. PGPRX (2.06B). PGPRX pays higher dividends than BALCX: PGPRX (1.67) vs BALCX (1.26). BALCX was incepted earlier than PGPRX: BALCX (24 years) vs PGPRX (22 years). BALCX (1.32) is less costly to investors than PGPRX (1.18). BALCX is a more actively managed with annual turnover of: 171.00 vs. PGPRX (80.00). 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 : 5.94 vs. BALCX (3.45). PGPRX (38.39) and BALCX (36.55) have equivalent 5 years return.
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | 1.32 | 1.18 | 112% |
| Annual Report Gross Expense Ratio | 1.32 | 1.18 | 112% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | -0.514 | -1.355 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233B | 2.06B | 11,327% |
| Annual Yield % from dividends | 1.26 | 1.67 | 75% |
| Returns for 1 year | 3.45 | 5.94 | 58% |
| Returns for 3 years | 13.50 | 21.51 | 63% |
| Returns for 5 years | 36.55 | 38.39 | 95% |
| Returns for 10 years | 45.88 | 62.35 | 74% |
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