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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
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).
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 11.522 | 16.414 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 2.21 | 1.32 | 167% |
| Returns for 1 year | 12.54 | 17.28 | 73% |
| Returns for 3 years | 11.70 | 17.65 | 66% |
| Returns for 5 years | 32.57 | 35.49 | 92% |
| Returns for 10 years | 46.34 | 78.98 | 59% |
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