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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Port Street Quality Growth Institutional
Price$18.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets190.14M
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX commentary
Oct 19, 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 Buy and PSQGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. PSQGX (190M). PSQGX pays higher dividends than BALCX: PSQGX (1.63) vs BALCX (1.12). 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 : 7.88 vs. PSQGX (3.84). BALCX return over 5 years is better than : 37.80 vs. PSQGX (28.70).
| 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 | 13.983 | 8.102 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 190M | 140,000% |
| Annual Yield % from dividends | 1.12 | 1.63 | 69% |
| Returns for 1 year | 7.88 | 3.84 | 205% |
| Returns for 3 years | 47.51 | 29.87 | 159% |
| Returns for 5 years | 37.80 | 28.70 | 132% |
| Returns for 10 years | 67.75 | 86.38 | 78% |
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