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BALCX vs PGELX
BALCX vs PGELX Comparison
Open Charts BALCX vs PGELX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced R5
Price$28.18
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.26B
BALCX vs PGELX Comparison Chart in %
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BALCX vs. PGELX commentary
Sep 09, 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 PGELX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. PGELX (2.26B). 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 : 10.04 vs. BALCX (9.12). BALCX return over 5 years is better than : 35.50 vs. PGELX (32.96).
| 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 | 10.835 | 8.897 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.26B | 11,465% |
| Annual Yield % from dividends | 1.16 | 1.62 | 72% |
| Returns for 1 year | 9.12 | 10.04 | 91% |
| Returns for 3 years | 37.20 | 44.82 | 83% |
| Returns for 5 years | 35.50 | 32.96 | 108% |
| Returns for 10 years | 67.85 | 94.83 | 72% |