Interact to see
Advertisement
Advertisement
BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
George Putnam Balanced R
Price$28.37
Change-$0.33 (-1.15%)
VolumeN/A
Net Assets2.29B
BALCX vs PGPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PGPRX 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. PGPRX (2.29B). PGPRX pays higher dividends than BALCX: PGPRX (1.58) vs BALCX (1.10). 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 (9.16) and BALCX (9.12) have marching annual gain over last year. BALCX return over 5 years is better than : 37.03 vs. PGPRX (31.62).
| 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 | 15.516 | 13.727 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.29B | 11,726% |
| Annual Yield % from dividends | 1.10 | 1.58 | 70% |
| Returns for 1 year | 9.12 | 9.16 | 100% |
| Returns for 3 years | 40.63 | 48.28 | 84% |
| Returns for 5 years | 37.03 | 31.62 | 117% |
| Returns for 10 years | 70.15 | 92.17 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement