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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced C
Price$26.80
Change-$1.25 (-4.46%)
VolumeN/A
Net Assets2.29B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Feb 04, 2026
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 Hold and PGPCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. PGPCX (2.29B). BALCX pays higher dividends than PGPCX: BALCX (1.25) vs PGPCX (0.68). BALCX was incepted earlier than PGPCX: BALCX (25 years) vs PGPCX (27 years). PGPCX (1.66) is less costly to investors than BALCX (1.31). PGPCX is a more actively managed with annual turnover of: 97.00 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 : 10.51 vs. PGPCX (5.48). BALCX return over 5 years is better than : 31.49 vs. PGPCX (21.42).
| BALCX | PGPCX | BALCX / PGPCX | |
| Total Expense Ratio | 1.31 | 1.66 | 79% |
| Annual Report Gross Expense Ratio | 1.31 | 1.66 | 79% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 2.396 | 0.904 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.29B | 11,801% |
| Annual Yield % from dividends | 1.25 | 0.68 | 184% |
| Returns for 1 year | 10.51 | 5.48 | 192% |
| Returns for 3 years | 33.72 | 35.43 | 95% |
| Returns for 5 years | 31.49 | 21.42 | 147% |
| Returns for 10 years | 79.52 | 83.86 | 95% |
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