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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.18
Change+$0.09 (+0.50%)
VolumeN/A
CapitalizationN/A
BALCX vs PSQGX Comparison Chart
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BALCX vs. PSQGX commentary
Nov 23, 2024
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 StrongBuy and PSQGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. PSQGX (207M). BALCX pays higher dividends than PSQGX: BALCX (1.59) vs PSQGX (1.49). BALCX was incepted earlier than PSQGX: BALCX (24 years) vs PSQGX (11 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (9.00). BALCX has a lower initial minimum investment than PSQGX: BALCX (250) vs PSQGX (2000). BALCX annual gain was more profitable for investors over the last year : 20.28 vs. PSQGX (11.29). BALCX (32.82) and PSQGX (31.26) have equivalent 5 years return.
| BALCX | PSQGX | BALCX / PSQGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 14.555 | 12.292 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 207M | 114,976% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 20.28 | 11.29 | 180% |
| Returns for 3 years | 10.57 | 8.54 | 124% |
| Returns for 5 years | 32.82 | 31.26 | 105% |
| Returns for 10 years | 45.39 | 77.63 | 58% |
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