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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets244.57B
Port Street Quality Growth Institutional
Price$17.60
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets193.84M
BALCX vs PSQGX Comparison Chart
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BALCX vs. PSQGX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 245B vs. PSQGX (194M). 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 : 8.38 vs. PSQGX (7.90). BALCX (26.14) and PSQGX (25.16) 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 | 2.790 | 2.257 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 194M | 126,289% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 8.38 | 7.90 | 106% |
| Returns for 3 years | 15.69 | 13.03 | 120% |
| Returns for 5 years | 26.14 | 25.16 | 104% |
| Returns for 10 years | 46.66 | 72.36 | 64% |
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