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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
George Putnam Balanced R
Price$28.03
Change-$0.16 (-0.57%)
VolumeN/A
Net Assets2.28B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Nov 20, 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: 263B vs. PGPRX (2.28B). PGPRX pays higher dividends than BALCX: PGPRX (1.58) vs BALCX (1.10). 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). BALCX annual gain was more profitable for investors over the last year : 8.17 vs. PGPRX (7.74). BALCX return over 5 years is better than : 34.58 vs. PGPRX (28.21).
| 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 | 13.334 | 11.072 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.28B | 11,545% |
| Annual Yield % from dividends | 1.10 | 1.58 | 70% |
| Returns for 1 year | 8.17 | 7.74 | 105% |
| Returns for 3 years | 38.17 | 45.25 | 84% |
| Returns for 5 years | 34.58 | 28.21 | 123% |
| Returns for 10 years | 63.59 | 84.21 | 76% |