Interact to see
Advertisement
Advertisement
BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Port Street Quality Growth Institutional
Price$17.02
Change-$1.63 (-8.74%)
VolumeN/A
Net Assets178.85M
BALCX vs PSQGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PSQGX commentary
Feb 04, 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 PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. PSQGX (179M). PSQGX pays higher dividends than BALCX: PSQGX (1.49) vs BALCX (1.25). BALCX was incepted earlier than PSQGX: BALCX (25 years) vs PSQGX (12 years). BALCX (1.31) is less costly to investors than PSQGX (1.10). BALCX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). BALCX has a lower initial minimum investment than PSQGX: BALCX (250) vs PSQGX (2000). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. PSQGX (-2.37). BALCX return over 5 years is better than : 31.49 vs. PSQGX (15.77).
| BALCX | PSQGX | BALCX / PSQGX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 1.10 | 119% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 2.396 | 2.716 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 179M | 150,838% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | 10.51 | -2.37 | -443% |
| Returns for 3 years | 33.72 | 12.99 | 260% |
| Returns for 5 years | 31.49 | 15.77 | 200% |
| Returns for 10 years | 79.52 | 75.07 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement