BALCX
Price
$38.67
Change
+$0.04 (+0.10%)
Updated
Oct 17 closing price
Net Assets
265.62B
PSQGX
Price
$18.68
Change
+$0.01 (+0.05%)
Updated
Oct 17 closing price
Net Assets
190.14M
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BALCX vs PSQGX

Header iconBALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGXBanner chart's image
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Port Street Quality Growth Institutional
Price$18.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets190.14M
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX commentary
Oct 19, 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 PSQGX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. PSQGX (190M). PSQGX pays higher dividends than BALCX: PSQGX (1.63) vs BALCX (1.12). 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 : 7.88 vs. PSQGX (3.84). BALCX return over 5 years is better than : 37.80 vs. PSQGX (28.70).
BALCXPSQGXBALCX / PSQGX
Total Expense Ratio1.310.97135%
Annual Report Gross Expense Ratio1.311.10119%
Fund Existence25 years12 years-
Gain YTD13.9838.102173%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets266B190M140,000%
Annual Yield % from dividends1.121.6369%
Returns for 1 year7.883.84205%
Returns for 3 years47.5129.87159%
Returns for 5 years37.8028.70132%
Returns for 10 years67.7586.3878%
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