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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Port Street Quality Growth Institutional
Price$18.35
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets188.48M
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX 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 PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. PSQGX (188M). PSQGX pays higher dividends than BALCX: PSQGX (1.66) vs BALCX (1.16). BALCX was incepted earlier than PSQGX: BALCX (25 years) vs PSQGX (11 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 : 9.12 vs. PSQGX (4.17). BALCX return over 5 years is better than : 35.50 vs. PSQGX (27.48).
| 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 | 11 years | - |
| Gain YTD | 10.835 | 6.076 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 188M | 137,766% |
| Annual Yield % from dividends | 1.16 | 1.66 | 70% |
| Returns for 1 year | 9.12 | 4.17 | 219% |
| Returns for 3 years | 37.20 | 24.26 | 153% |
| Returns for 5 years | 35.50 | 27.48 | 129% |
| Returns for 10 years | 67.85 | 85.00 | 80% |