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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced C
Price$27.32
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.26B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Sep 09, 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: 259B vs. PGPCX (2.26B). BALCX pays higher dividends than PGPCX: BALCX (1.16) vs PGPCX (0.93). BALCX was incepted earlier than PGPCX: BALCX (25 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 (9.12) and PGPCX (8.83) have marching annual gain over last year. BALCX return over 5 years is better than : 35.50 vs. PGPCX (25.88).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 10.835 | 8.132 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.26B | 11,465% |
| Annual Yield % from dividends | 1.16 | 0.93 | 125% |
| Returns for 1 year | 9.12 | 8.83 | 103% |
| Returns for 3 years | 37.20 | 40.31 | 92% |
| Returns for 5 years | 35.50 | 25.88 | 137% |
| Returns for 10 years | 67.85 | 77.04 | 88% |