Ad is loading...
BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.16
Change-$0.03 (-0.16%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BALCX vs PSQGX Comparison Chart
Loading...
BALCX vs. PSQGX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. PSQGX (221M). BALCX pays higher dividends than PSQGX: BALCX (1.59) vs PSQGX (1.49). BALCX was incepted earlier than PSQGX: BALCX (24 years) vs PSQGX (10 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 : 23.52 vs. PSQGX (14.84). BALCX (35.07) and PSQGX (34.82) 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 | 10 years | - |
| Gain YTD | 13.447 | 12.168 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 221M | 106,787% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 23.52 | 14.84 | 159% |
| Returns for 3 years | 13.04 | 11.23 | 116% |
| Returns for 5 years | 35.07 | 34.82 | 101% |
| Returns for 10 years | 48.00 | 84.79 | 57% |