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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Port Street Quality Growth Institutional
Price$16.72
Change-$0.36 (-2.11%)
VolumeN/A
Net Assets185.69M
BALCX vs PSQGX Comparison Chart
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BALCX vs. PSQGX commentary
Apr 04, 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: 235B vs. PSQGX (186M). PSQGX pays higher dividends than BALCX: PSQGX (1.77) vs BALCX (1.28). BALCX was incepted earlier than PSQGX: BALCX (24 years) vs PSQGX (11 years). BALCX (1.32) is less costly to investors than PSQGX (1.13). BALCX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (14.00). BALCX has a lower initial minimum investment than PSQGX: BALCX (250) vs PSQGX (2000). PSQGX annual gain was more profitable for investors over the last year : 3.24 vs. BALCX (0.58). BALCX return over 5 years is better than : 41.73 vs. PSQGX (38.54).
| BALCX | PSQGX | BALCX / PSQGX | |
| Total Expense Ratio | 1.32 | 0.97 | 136% |
| Annual Report Gross Expense Ratio | 1.32 | 1.13 | 117% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.337 | -1.157 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 186M | 126,344% |
| Annual Yield % from dividends | 1.28 | 1.77 | 72% |
| Returns for 1 year | 0.58 | 3.24 | 18% |
| Returns for 3 years | 7.28 | 5.79 | 126% |
| Returns for 5 years | 41.73 | 38.54 | 108% |
| Returns for 10 years | 41.88 | 68.81 | 61% |
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