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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Port Street Quality Growth Institutional
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets187M
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. PSQGX (187M). PSQGX pays higher dividends than BALCX: PSQGX (1.71) vs BALCX (1.18). BALCX was incepted earlier than PSQGX: BALCX (24 years) vs PSQGX (11 years). BALCX (1.31) is less costly to investors than PSQGX (1.13). 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 : 7.16 vs. PSQGX (3.39). BALCX return over 5 years is better than : 33.87 vs. PSQGX (26.13).
| BALCX | PSQGX | BALCX / PSQGX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 1.13 | 116% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 9.274 | 4.109 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 187M | 136,898% |
| Annual Yield % from dividends | 1.18 | 1.71 | 69% |
| Returns for 1 year | 7.16 | 3.39 | 211% |
| Returns for 3 years | 27.12 | 14.30 | 190% |
| Returns for 5 years | 33.87 | 26.13 | 130% |
| Returns for 10 years | 59.19 | 75.81 | 78% |
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