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BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced R
Price$27.05
Change-$1.28 (-4.52%)
VolumeN/A
Net Assets2.3B
BALCX vs PGPRX Comparison Chart in %
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BALCX vs. PGPRX commentary
Feb 05, 2026
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 Hold and PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. PGPRX (2.3B). BALCX pays higher dividends than PGPRX: BALCX (1.25) vs PGPRX (1.17). BALCX was incepted earlier than PGPRX: BALCX (25 years) vs PGPRX (23 years). BALCX (1.31) is less costly to investors than PGPRX (1.16). 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). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. PGPRX (6.06). BALCX return over 5 years is better than : 31.49 vs. PGPRX (24.67).
| BALCX | PGPRX | BALCX / PGPRX | |
| Total Expense Ratio | 1.31 | 1.16 | 113% |
| Annual Report Gross Expense Ratio | 1.31 | 1.16 | 113% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.396 | 0.933 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.3B | 11,760% |
| Annual Yield % from dividends | 1.25 | 1.17 | 107% |
| Returns for 1 year | 10.51 | 6.06 | 173% |
| Returns for 3 years | 33.72 | 37.59 | 90% |
| Returns for 5 years | 31.49 | 24.67 | 128% |
| Returns for 10 years | 79.52 | 91.93 | 87% |
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