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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
CapitalizationN/A
BALCX vs PSQGX Comparison Chart
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BALCX vs. PSQGX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. PSQGX (212M). 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 : 21.73 vs. PSQGX (13.26). BALCX (32.76) and PSQGX (31.59) 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 | 14.871 | 12.415 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 212M | 113,208% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 21.73 | 13.26 | 164% |
| Returns for 3 years | 10.15 | 8.28 | 123% |
| Returns for 5 years | 32.76 | 31.59 | 104% |
| Returns for 10 years | 47.26 | 79.35 | 60% |
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