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BALCX vs PGEYX
BALCX vs PGEYX Comparison
Open Charts BALCX vs PGEYX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced Y
Price$27.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
BALCX vs PGEYX Comparison Chart in %
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BALCX vs. PGEYX commentary
Sep 08, 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: 259B vs. PGEYX (2.25B). PGEYX pays higher dividends than BALCX: PGEYX (1.67) vs BALCX (1.16). BALCX was incepted earlier than PGEYX: BALCX (25 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 : 10.02 vs. BALCX (9.12). BALCX return over 5 years is better than : 35.50 vs. PGEYX (32.73).
| BALCX | PGEYX | BALCX / PGEYX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 10.835 | 8.902 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.25B | 11,506% |
| Annual Yield % from dividends | 1.16 | 1.67 | 70% |
| Returns for 1 year | 9.12 | 10.02 | 91% |
| Returns for 3 years | 37.20 | 44.74 | 83% |
| Returns for 5 years | 35.50 | 32.73 | 108% |
| Returns for 10 years | 67.85 | 95.79 | 71% |