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BALCX vs PGELX
BALCX vs PGELX Comparison
Open Charts BALCX vs PGELX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced R5
Price$27.90
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
BALCX vs PGELX Comparison Chart in %
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BALCX vs. PGELX commentary
Aug 18, 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: 256B vs. PGELX (2.24B). PGELX pays higher dividends than BALCX: PGELX (2.00) vs BALCX (1.18). BALCX was incepted earlier than PGELX: BALCX (24 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 : 9.37 vs. BALCX (7.16). BALCX (33.87) and PGELX (33.36) 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 | 24 years | 12 years | - |
| Gain YTD | 9.274 | 8.161 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.18 | 2.00 | 59% |
| Returns for 1 year | 7.16 | 9.37 | 76% |
| Returns for 3 years | 27.12 | 34.06 | 80% |
| Returns for 5 years | 33.87 | 33.36 | 102% |
| Returns for 10 years | 59.19 | 85.83 | 69% |
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