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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$34.51
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.07
Change+$0.08 (+0.44%)
VolumeN/A
CapitalizationN/A
BALCX vs PSQGX Comparison Chart
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BALCX vs. PSQGX commentary
Dec 25, 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 Buy and PSQGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. PSQGX (205M). 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 : 9.88 vs. PSQGX (8.88). PSQGX (27.29) and BALCX (26.64) 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 | 9.431 | 11.118 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 205M | 116,098% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 9.88 | 8.88 | 111% |
| Returns for 3 years | 7.33 | 6.41 | 114% |
| Returns for 5 years | 26.64 | 27.29 | 98% |
| Returns for 10 years | 46.12 | 73.31 | 63% |
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