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BALCX vs PGEMX
BALCX vs PGEMX Comparison
Open Charts BALCX vs PGEMX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced M
Price$27.15
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.26B
BALCX vs PGEMX Comparison Chart in %
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BALCX vs. PGEMX 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 PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. PGEMX (2.26B). BALCX (1.16) and PGEMX (1.12) have matching dividends . BALCX was incepted earlier than PGEMX: BALCX (25 years) vs PGEMX (31 years). PGEMX (1.43) is less costly to investors than BALCX (1.31). PGEMX is a more actively managed with annual turnover of: 80.00 vs. BALCX (44.00). PGEMX has a lower initial minimum investment than BALCX: PGEMX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.89 vs. PGEMX (9.14). BALCX return over 5 years is better than : 36.42 vs. PGEMX (27.36).
| BALCX | PGEMX | BALCX / PGEMX | |
| Total Expense Ratio | 1.31 | 1.43 | 92% |
| Annual Report Gross Expense Ratio | 1.31 | 1.43 | 92% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 11.277 | 8.367 | 135% |
| Front Load | N/A | 4% | - |
| 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 | 1.12 | 104% |
| Returns for 1 year | 10.89 | 9.14 | 119% |
| Returns for 3 years | 34.57 | 41.39 | 84% |
| Returns for 5 years | 36.42 | 27.36 | 133% |
| Returns for 10 years | 69.02 | 81.03 | 85% |
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