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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$37.57
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
George Putnam Balanced Y
Price$27.62
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets2.24B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Aug 31, 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: 255B vs. PGEYX (2.24B). BALFX pays higher dividends than PGEYX: BALFX (1.77) vs PGEYX (1.67). BALFX was incepted earlier than PGEYX: BALFX (24 years) vs PGEYX (31 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 : 9.30 vs. BALFX (7.68). BALFX return over 5 years is better than : 36.77 vs. PGEYX (30.85).
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | 0.61 | 0.68 | 90% |
| Annual Report Gross Expense Ratio | 0.61 | 0.68 | 90% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 10.187 | 8.942 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.24B | 11,399% |
| Annual Yield % from dividends | 1.77 | 1.67 | 106% |
| Returns for 1 year | 7.68 | 9.30 | 83% |
| Returns for 3 years | 36.11 | 42.39 | 85% |
| Returns for 5 years | 36.77 | 30.85 | 119% |
| Returns for 10 years | 76.25 | 99.50 | 77% |