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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$36.48
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
George Putnam Balanced Y
Price$26.81
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.18B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Jun 28, 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: 249B vs. PGEYX (2.18B). BALFX pays higher dividends than PGEYX: BALFX (1.88) vs PGEYX (1.76). 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). BALFX annual gain was more profitable for investors over the last year : 7.55 vs. PGEYX (6.97). BALFX return over 5 years is better than : 42.93 vs. PGEYX (38.82).
| 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 | 6.990 | 4.442 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 2.18B | 11,427% |
| Annual Yield % from dividends | 1.88 | 1.76 | 107% |
| Returns for 1 year | 7.55 | 6.97 | 108% |
| Returns for 3 years | 34.00 | 41.13 | 83% |
| Returns for 5 years | 42.93 | 38.82 | 111% |
| Returns for 10 years | 63.82 | 81.48 | 78% |
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