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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$38.53
Change-$0.13 (-0.34%)
VolumeN/A
Net Assets264.15B
George Putnam Balanced Y
Price$28.33
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets2.29B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Sep 26, 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 Hold and PGEYX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 264B vs. PGEYX (2.3B). BALFX pays higher dividends than PGEYX: BALFX (1.77) vs PGEYX (1.67). BALFX was incepted earlier than PGEYX: BALFX (25 years) vs PGEYX (32 years). PGEYX (0.68) is less costly to investors than BALFX (0.61). PGEYX is a more actively managed with annual turnover of: 80.00 vs. BALFX (44.00). 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 : 8.69 vs. BALFX (8.25). BALFX return over 5 years is better than : 44.54 vs. PGEYX (38.46).
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | 0.61 | 0.68 | 90% |
| Annual Report Gross Expense Ratio | 0.61 | 0.68 | 90% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 13.309 | 11.058 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 2.3B | 11,503% |
| Annual Yield % from dividends | 1.77 | 1.67 | 106% |
| Returns for 1 year | 8.25 | 8.69 | 95% |
| Returns for 3 years | 48.96 | 54.44 | 90% |
| Returns for 5 years | 44.54 | 38.46 | 116% |
| Returns for 10 years | 80.86 | 103.13 | 78% |
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