Interact to see
Advertisement
Advertisement
BALCX vs PGPRX
BALCX vs PGPRX Comparison
Open Charts BALCX vs PGPRX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced R
Price$27.48
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
BALCX vs PGPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PGPRX commentary
Sep 08, 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: 259B vs. PGPRX (2.25B). PGPRX pays higher dividends than BALCX: PGPRX (1.31) vs BALCX (1.16). 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: 80.00 vs. BALCX (44.00). PGPRX has a lower initial minimum investment than BALCX: PGPRX (0) vs BALCX (250). PGPRX (9.43) and BALCX (9.12) have marching annual gain over last year. BALCX return over 5 years is better than : 35.50 vs. PGPRX (29.27).
| 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 | 10.835 | 8.513 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.25B | 11,506% |
| Annual Yield % from dividends | 1.16 | 1.31 | 89% |
| Returns for 1 year | 9.12 | 9.43 | 97% |
| Returns for 3 years | 37.20 | 42.47 | 88% |
| Returns for 5 years | 35.50 | 29.27 | 121% |
| Returns for 10 years | 67.85 | 84.70 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement