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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced Y
Price$26.06
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets2.16B
BALFX vs PGEYX Comparison Chart
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BALFX vs. PGEYX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. PGEYX (2.16B). BALFX pays higher dividends than PGEYX: BALFX (2.21) vs PGEYX (1.32). BALFX was incepted earlier than PGEYX: BALFX (24 years) vs PGEYX (31 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (47.00). 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 : 15.48 vs. BALFX (12.25). PGEYX (30.87) and BALFX (29.72) have equivalent 5 years return.
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 1.953 | 1.322 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.16B | 11,137% |
| Annual Yield % from dividends | 2.21 | 1.32 | 167% |
| Returns for 1 year | 12.25 | 15.48 | 79% |
| Returns for 3 years | 12.28 | 18.84 | 65% |
| Returns for 5 years | 29.72 | 30.87 | 96% |
| Returns for 10 years | 55.85 | 79.56 | 70% |
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