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BALCX vs PGEYX
BALCX vs PGEYX Comparison
Open Charts BALCX vs PGEYX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced Y
Price$27.59
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
BALCX vs PGEYX Comparison Chart in %
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BALCX vs. PGEYX 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 PGEYX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. PGEYX (2.24B). PGEYX pays higher dividends than BALCX: PGEYX (2.06) vs BALCX (1.18). BALCX was incepted earlier than PGEYX: BALCX (24 years) vs PGEYX (31 years). BALCX (1.31) is less costly to investors than PGEYX (0.68). PGEYX is a more actively managed with annual turnover of: 80.00 vs. BALCX (44.00). PGEYX has a lower initial minimum investment than BALCX: PGEYX (0) vs BALCX (250). PGEYX annual gain was more profitable for investors over the last year : 9.36 vs. BALCX (7.16). BALCX (33.87) and PGEYX (33.14) have equivalent 5 years return.
| BALCX | PGEYX | BALCX / PGEYX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 9.274 | 8.158 | 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 | 2.06 | 57% |
| Returns for 1 year | 7.16 | 9.36 | 76% |
| Returns for 3 years | 27.12 | 33.93 | 80% |
| Returns for 5 years | 33.87 | 33.14 | 102% |
| Returns for 10 years | 59.19 | 86.84 | 68% |
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