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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$37.03
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
George Putnam Balanced Y
Price$27.30
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.22B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. PGEYX (2.22B). PGEYX pays higher dividends than BALFX: PGEYX (2.06) vs BALFX (1.79). 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 : 12.17 vs. BALFX (10.77). BALFX return over 5 years is better than : 36.52 vs. PGEYX (31.86).
| 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 | 8.603 | 7.021 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 2.22B | 11,407% |
| Annual Yield % from dividends | 1.79 | 2.06 | 87% |
| Returns for 1 year | 10.77 | 12.17 | 88% |
| Returns for 3 years | 31.13 | 36.04 | 86% |
| Returns for 5 years | 36.52 | 31.86 | 115% |
| Returns for 10 years | 64.68 | 85.42 | 76% |
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