BALFX
Price
$34.23
Change
-$0.82 (-2.34%)
Updated
Dec 18 closing price
PGEYX
Price
$25.72
Change
-$0.55 (-2.09%)
Updated
Dec 18 closing price
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BALFX vs PGEYX

Header iconBALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYXBanner chart's image
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced Y
Price$25.72
Change-$0.55 (-2.09%)
VolumeN/A
CapitalizationN/A
BALFX vs PGEYX Comparison Chart
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BALFX vs. PGEYX commentary
Dec 19, 2024

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 BALFX is a StrongBuy and PGEYX is a StrongBuy.

FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. PGEYX (2.15B). BALFX pays higher dividends than PGEYX: BALFX (2.21) vs PGEYX (1.32). BALFX was incepted earlier than PGEYX: BALFX (24 years) vs PGEYX (31 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (47.00). PGEYX has a lower initial minimum investment than BALFX: PGEYX (0) vs BALFX (250). PGEYX annual gain was more profitable for investors over the last year : 17.28 vs. BALFX (12.54). PGEYX return over 5 years is better than : 35.49 vs. BALFX (32.57).
BALFXPGEYXBALFX / PGEYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years31 years-
Gain YTD11.52216.41470%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets241B2.15B11,220%
Annual Yield % from dividends2.211.32167%
Returns for 1 year12.5417.2873%
Returns for 3 years11.7017.6566%
Returns for 5 years32.5735.4992%
Returns for 10 years46.3478.9859%
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