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BALCX vs PGELX
BALCX vs PGELX Comparison
Open Charts BALCX vs PGELX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
George Putnam Balanced R5
Price$28.66
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets2.3B
BALCX vs PGELX Comparison Chart in %
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BALCX vs. PGELX commentary
Sep 29, 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 PGELX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. PGELX (2.3B). PGELX pays higher dividends than BALCX: PGELX (1.62) vs BALCX (1.16). BALCX was incepted earlier than PGELX: BALCX (25 years) vs PGELX (12 years). BALCX (1.31) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 80.00 vs. BALCX (44.00). PGELX has a lower initial minimum investment than BALCX: PGELX (0) vs BALCX (250). PGELX annual gain was more profitable for investors over the last year : 8.63 vs. BALCX (7.28). BALCX (40.11) and PGELX (38.68) have equivalent 5 years return.
| BALCX | PGELX | BALCX / PGELX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 12.568 | 11.107 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.3B | 11,455% |
| Annual Yield % from dividends | 1.16 | 1.62 | 72% |
| Returns for 1 year | 7.28 | 8.63 | 84% |
| Returns for 3 years | 48.24 | 56.71 | 85% |
| Returns for 5 years | 40.11 | 38.68 | 104% |
| Returns for 10 years | 74.67 | 106.05 | 70% |
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