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BALCX vs PSQGX
BALCX vs PSQGX Comparison
Open Charts BALCX vs PSQGX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Port Street Quality Growth Institutional
Price$18.43
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets188.4M
BALCX vs PSQGX Comparison Chart in %
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BALCX vs. PSQGX commentary
Sep 29, 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 Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B 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 (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 : 7.28 vs. PSQGX (3.01). BALCX return over 5 years is better than : 40.11 vs. PSQGX (29.48).
| 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 | 12 years | - |
| Gain YTD | 12.568 | 6.655 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 188M | 139,894% |
| Annual Yield % from dividends | 1.16 | 1.66 | 70% |
| Returns for 1 year | 7.28 | 3.01 | 242% |
| Returns for 3 years | 48.24 | 31.58 | 153% |
| Returns for 5 years | 40.11 | 29.48 | 136% |
| Returns for 10 years | 74.67 | 89.84 | 83% |