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BALCX vs SGPGX
BALCX vs SGPGX Comparison
Open Charts BALCX vs SGPGX
American Funds American Balanced C
Price$35.54
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets244.2B
SGI Prudent Growth
Price$10.92
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets47.7M
BALCX vs SGPGX Comparison Chart in %
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BALCX vs. SGPGX commentary
Jun 24, 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 SGPGX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. SGPGX (47.7M). SGPGX pays higher dividends than BALCX: SGPGX (6.65) vs BALCX (1.24). BALCX was incepted earlier than SGPGX: BALCX (24 years) vs SGPGX (5 years). SGPGX (2.07) is less costly to investors than BALCX (1.31). SGPGX is a more actively managed with annual turnover of: 61.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than SGPGX: BALCX (250) vs SGPGX (1000). BALCX annual gain was more profitable for investors over the last year : 4.07 vs. SGPGX (2.33). BALCX return over 5 years is better than : 34.56 vs. SGPGX (21.46).
| BALCX | SGPGX | BALCX / SGPGX | |
| Total Expense Ratio | 1.31 | 1.95 | 67% |
| Annual Report Gross Expense Ratio | 1.31 | 2.07 | 63% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 4.062 | 1.111 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 47.7M | 511,530% |
| Annual Yield % from dividends | 1.24 | 6.65 | 19% |
| Returns for 1 year | 4.07 | 2.33 | 174% |
| Returns for 3 years | 27.25 | 21.62 | 126% |
| Returns for 5 years | 34.56 | 21.46 | 161% |
| Returns for 10 years | 51.66 | N/A | - |
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