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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
George Putnam Balanced Y
Price$26.10
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.12B
BALFX vs PGEYX Comparison Chart
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BALFX vs. PGEYX commentary
Jun 07, 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: 243B vs. PGEYX (2.12B). 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 : 7.08 vs. PGEYX (5.60). BALFX return over 5 years is better than : 34.60 vs. PGEYX (31.31).
| 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 | 4.688 | 1.436 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.12B | 11,451% |
| Annual Yield % from dividends | 1.88 | 1.76 | 107% |
| Returns for 1 year | 7.08 | 5.60 | 127% |
| Returns for 3 years | 22.12 | 28.88 | 77% |
| Returns for 5 years | 34.60 | 31.31 | 110% |
| Returns for 10 years | 59.06 | 75.43 | 78% |
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