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BALCX vs PGEOX
BALCX vs PGEOX Comparison
Open Charts BALCX vs PGEOX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
George Putnam Balanced A
Price$27.62
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
BALCX vs PGEOX Comparison Chart in %
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BALCX vs. PGEOX commentary
Sep 07, 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 PGEOX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. PGEOX (2.25B). PGEOX pays higher dividends than BALCX: PGEOX (1.49) vs BALCX (1.16). BALCX was incepted earlier than PGEOX: BALCX (25 years) vs PGEOX (88 years). BALCX (1.31) is less costly to investors than PGEOX (0.93). PGEOX is a more actively managed with annual turnover of: 80.00 vs. BALCX (44.00). PGEOX has a lower initial minimum investment than BALCX: PGEOX (0) vs BALCX (250). PGEOX annual gain was more profitable for investors over the last year : 9.73 vs. BALCX (9.12). BALCX return over 5 years is better than : 35.50 vs. PGEOX (31.02).
| BALCX | PGEOX | BALCX / PGEOX | |
| Total Expense Ratio | 1.31 | 0.93 | 141% |
| Annual Report Gross Expense Ratio | 1.31 | 0.93 | 141% |
| Fund Existence | 25 years | 88 years | - |
| Gain YTD | 10.835 | 8.713 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.25B | 11,456% |
| Annual Yield % from dividends | 1.16 | 1.49 | 78% |
| Returns for 1 year | 9.12 | 9.73 | 94% |
| Returns for 3 years | 37.20 | 43.65 | 85% |
| Returns for 5 years | 35.50 | 31.02 | 114% |
| Returns for 10 years | 67.85 | 90.95 | 75% |
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