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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced R
Price$28.71
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets2.31B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Dec 04, 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 StrongBuy and PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. PGPRX (2.31B). BALCX pays higher dividends than PGPRX: BALCX (1.08) vs PGPRX (0.83). BALCX was incepted earlier than PGPRX: BALCX (25 years) vs PGPRX (23 years). BALCX (1.31) is less costly to investors than PGPRX (1.18). PGPRX is a more actively managed with annual turnover of: 97.00 vs. BALCX (44.00). PGPRX has a lower initial minimum investment than BALCX: PGPRX (0) vs BALCX (250). PGPRX annual gain was more profitable for investors over the last year : 10.62 vs. BALCX (8.45). PGPRX (36.46) and BALCX (34.89) have equivalent 5 years return.
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 15.810 | 13.489 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.31B | 11,640% |
| Annual Yield % from dividends | 1.08 | 0.83 | 131% |
| Returns for 1 year | 8.45 | 10.62 | 80% |
| Returns for 3 years | 37.32 | 47.26 | 79% |
| Returns for 5 years | 34.89 | 36.46 | 96% |
| Returns for 10 years | 66.76 | 88.34 | 76% |
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