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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced C
Price$26.49
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.2B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Jul 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 PGPCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. PGPCX (2.2B). BALCX pays higher dividends than PGPCX: BALCX (1.19) vs PGPCX (1.01). BALCX was incepted earlier than PGPCX: BALCX (24 years) vs PGPCX (26 years). PGPCX (1.68) is less costly to investors than BALCX (1.31). PGPCX is a more actively managed with annual turnover of: 80.00 vs. BALCX (44.00). PGPCX has a lower initial minimum investment than BALCX: PGPCX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. PGPCX (6.48). BALCX return over 5 years is better than : 37.14 vs. PGPCX (29.79).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 7.684 | 5.138 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.2B | 11,449% |
| Annual Yield % from dividends | 1.19 | 1.01 | 117% |
| Returns for 1 year | 7.03 | 6.48 | 109% |
| Returns for 3 years | 32.51 | 37.48 | 87% |
| Returns for 5 years | 37.14 | 29.79 | 125% |
| Returns for 10 years | 58.16 | 65.68 | 89% |
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