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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
George Putnam Balanced Y
Price$28.40
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.26B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Nov 20, 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: 263B vs. PGEYX (2.27B). PGEYX pays higher dividends than BALFX: PGEYX (1.99) vs BALFX (1.70). 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: 97.00 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 : 8.95 vs. PGEYX (8.06). BALFX return over 5 years is better than : 38.60 vs. PGEYX (32.28).
| 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 | 14.015 | 11.787 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.27B | 11,611% |
| Annual Yield % from dividends | 1.70 | 1.99 | 85% |
| Returns for 1 year | 8.95 | 8.06 | 111% |
| Returns for 3 years | 40.90 | 47.84 | 86% |
| Returns for 5 years | 38.60 | 32.28 | 120% |
| Returns for 10 years | 70.89 | 95.62 | 74% |
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