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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$34.07
Change-$0.57 (-1.65%)
VolumeN/A
Net Assets237.28B
George Putnam Balanced Y
Price$24.90
Change-$0.38 (-1.50%)
VolumeN/A
Net Assets2.09B
BALFX vs PGEYX Comparison Chart
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BALFX vs. PGEYX commentary
Mar 11, 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 BALFX is a Buy and PGEYX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 237B vs. PGEYX (2.09B). PGEYX pays higher dividends than BALFX: PGEYX (2.13) vs BALFX (1.90). BALFX was incepted earlier than PGEYX: BALFX (24 years) vs PGEYX (31 years). PGEYX (0.68) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (80.00). 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 : 5.96 vs. BALFX (5.14). BALFX (34.38) and PGEYX (34.08) have equivalent 5 years return.
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | 0.62 | 0.68 | 91% |
| Annual Report Gross Expense Ratio | 0.62 | 0.68 | 91% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 0.991 | -1.297 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 2.09B | 11,351% |
| Annual Yield % from dividends | 1.90 | 2.13 | 89% |
| Returns for 1 year | 5.14 | 5.96 | 86% |
| Returns for 3 years | 17.26 | 24.04 | 72% |
| Returns for 5 years | 34.38 | 34.08 | 101% |
| Returns for 10 years | 53.20 | 73.07 | 73% |
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