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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced C
Price$27.06
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets2.24B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX 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 PGPCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. PGPCX (2.24B). BALCX pays higher dividends than PGPCX: BALCX (1.18) vs PGPCX (1.09). 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). PGPCX annual gain was more profitable for investors over the last year : 8.22 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. PGPCX (26.33).
| 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 | 9.274 | 7.496 | 124% |
| 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 | 1.09 | 109% |
| Returns for 1 year | 7.16 | 8.22 | 87% |
| Returns for 3 years | 27.12 | 29.92 | 91% |
| Returns for 5 years | 33.87 | 26.33 | 129% |
| Returns for 10 years | 59.19 | 68.89 | 86% |
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