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BALCX vs PGPCX
BALCX vs PGPCX Comparison
Open Charts BALCX vs PGPCX
American Funds American Balanced C
Price$39.19
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
George Putnam Balanced C
Price$28.44
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.32B
BALCX vs PGPCX Comparison Chart in %
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BALCX vs. PGPCX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. PGPCX (2.32B). PGPCX (1.14) and BALCX (1.10) have matching dividends . 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: 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 : 9.12 vs. PGPCX (8.62). BALCX return over 5 years is better than : 37.03 vs. PGPCX (28.25).
| 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 | 15.516 | 13.265 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 2.32B | 11,547% |
| Annual Yield % from dividends | 1.10 | 1.14 | 97% |
| Returns for 1 year | 9.12 | 8.62 | 106% |
| Returns for 3 years | 40.63 | 46.01 | 88% |
| Returns for 5 years | 37.03 | 28.25 | 131% |
| Returns for 10 years | 70.15 | 84.20 | 83% |
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