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BALCX vs PGEMX
BALCX vs PGEMX Comparison
Open Charts BALCX vs PGEMX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced M
Price$26.89
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets2.24B
BALCX vs PGEMX Comparison Chart in %
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BALCX vs. PGEMX 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 PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. PGEMX (2.24B). PGEMX pays higher dividends than BALCX: PGEMX (1.34) vs BALCX (1.18). BALCX was incepted earlier than PGEMX: BALCX (24 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). PGEMX annual gain was more profitable for investors over the last year : 8.47 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. PGEMX (27.79).
| BALCX | PGEMX | BALCX / PGEMX | |
| Total Expense Ratio | 1.31 | 1.43 | 92% |
| Annual Report Gross Expense Ratio | 1.31 | 1.43 | 92% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 9.274 | 7.687 | 121% |
| Front Load | N/A | 4% | - |
| 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 | 1.34 | 88% |
| Returns for 1 year | 7.16 | 8.47 | 85% |
| Returns for 3 years | 27.12 | 30.82 | 88% |
| Returns for 5 years | 33.87 | 27.79 | 122% |
| Returns for 10 years | 59.19 | 72.70 | 81% |
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