BALFX
Price
$34.07
Change
-$0.57 (-1.65%)
Updated
Mar 10 closing price
Net Assets
237.28B
PGEYX
Price
$24.90
Change
-$0.38 (-1.50%)
Updated
Mar 10 closing price
Net Assets
2.09B
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BALFX vs PGEYX

Header iconBALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYXBanner chart's image
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.

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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.
BALFXPGEYXBALFX / PGEYX
Total Expense Ratio0.620.6891%
Annual Report Gross Expense Ratio0.620.6891%
Fund Existence24 years31 years-
Gain YTD0.991-1.297-76%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets237B2.09B11,351%
Annual Yield % from dividends1.902.1389%
Returns for 1 year5.145.9686%
Returns for 3 years17.2624.0472%
Returns for 5 years34.3834.08101%
Returns for 10 years53.2073.0773%
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