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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced R
Price$27.31
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets2.24B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX 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 PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. PGPRX (2.24B). PGPRX pays higher dividends than BALCX: PGPRX (1.57) vs BALCX (1.18). BALCX was incepted earlier than PGPRX: BALCX (24 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: 80.00 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 : 8.79 vs. BALCX (7.16). BALCX return over 5 years is better than : 33.87 vs. PGPRX (29.72).
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 9.274 | 7.841 | 118% |
| 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 | 1.57 | 75% |
| Returns for 1 year | 7.16 | 8.79 | 81% |
| Returns for 3 years | 27.12 | 31.92 | 85% |
| Returns for 5 years | 33.87 | 29.72 | 114% |
| Returns for 10 years | 59.19 | 76.31 | 78% |
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