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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Port Street Quality Growth Institutional
Price$18.73
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets180.24M
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX 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 PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. PSQGX (180M). PSQGX pays higher dividends than BALCX: PSQGX (1.62) vs BALCX (1.10). BALCX was incepted earlier than PSQGX: BALCX (25 years) vs PSQGX (12 years). BALCX (1.31) is less costly to investors than PSQGX (1.10). BALCX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). 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 : 8.00 vs. PSQGX (5.16). BALCX return over 5 years is better than : 33.87 vs. PSQGX (27.65).
| BALCX | PSQGX | BALCX / PSQGX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 1.10 | 119% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 13.040 | 8.218 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 180M | 146,667% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 8.00 | 5.16 | 155% |
| Returns for 3 years | 37.81 | 24.40 | 155% |
| Returns for 5 years | 33.87 | 27.65 | 122% |
| Returns for 10 years | 63.16 | 82.75 | 76% |