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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$36.48
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
George Putnam Balanced R
Price$26.50
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.18B
BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX commentary
Jul 01, 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 PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 250B vs. PGPRX (2.18B). BALFX pays higher dividends than PGPRX: BALFX (1.88) vs PGPRX (1.42). BALFX was incepted earlier than PGPRX: BALFX (24 years) vs PGPRX (22 years). PGPRX (1.18) is less costly to investors than BALFX (0.61). PGPRX is a more actively managed with annual turnover of: 80.00 vs. BALFX (44.00). PGPRX has a lower initial minimum investment than BALFX: PGPRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 7.55 vs. PGPRX (6.61). BALFX return over 5 years is better than : 42.93 vs. PGPRX (35.50).
| BALFX | PGPRX | BALFX / PGPRX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 6.990 | 4.397 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 2.18B | 11,457% |
| Annual Yield % from dividends | 1.88 | 1.42 | 133% |
| Returns for 1 year | 7.55 | 6.61 | 114% |
| Returns for 3 years | 34.00 | 39.20 | 87% |
| Returns for 5 years | 42.93 | 35.50 | 121% |
| Returns for 10 years | 63.82 | 71.58 | 89% |
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