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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Port Street Quality Growth Institutional
Price$16.66
Change-$2.52 (-13.14%)
VolumeN/A
Net Assets182.65M
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX commentary
Dec 28, 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 StrongBuy and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. PSQGX (183M). PSQGX pays higher dividends than BALCX: PSQGX (1.59) vs BALCX (1.08). 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 : 8.47 vs. PSQGX (-6.31). BALCX return over 5 years is better than : 30.89 vs. PSQGX (11.09).
| 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 | 10.092 | -3.588 | -281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 183M | 146,995% |
| Annual Yield % from dividends | 1.08 | 1.59 | 68% |
| Returns for 1 year | 8.47 | -6.31 | -134% |
| Returns for 3 years | 35.24 | 13.46 | 262% |
| Returns for 5 years | 30.89 | 11.09 | 279% |
| Returns for 10 years | 65.54 | 63.88 | 103% |
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