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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$33.32
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets226.04B
George Putnam Balanced Y
Price$24.05
Change+$0.24 (+1.01%)
VolumeN/A
Net Assets1.96B
BALFX vs PGEYX Comparison Chart
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BALFX vs. PGEYX commentary
Apr 15, 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: 226B vs. PGEYX (1.96B). PGEYX pays higher dividends than BALFX: PGEYX (2.22) vs BALFX (1.95). 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). BALFX annual gain was more profitable for investors over the last year : 2.64 vs. PGEYX (0.77). BALFX (35.78) and PGEYX (34.62) have equivalent 5 years return.
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | 0.62 | 0.68 | 91% |
| Annual Report Gross Expense Ratio | 0.62 | 0.68 | 91% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | -2.564 | -6.100 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 1.96B | 11,519% |
| Annual Yield % from dividends | 1.95 | 2.22 | 88% |
| Returns for 1 year | 2.64 | 0.77 | 345% |
| Returns for 3 years | 11.20 | 15.84 | 71% |
| Returns for 5 years | 35.78 | 34.62 | 103% |
| Returns for 10 years | 46.86 | 60.68 | 77% |
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