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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
George Putnam Balanced R
Price$28.09
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.26B
BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. PGPRX (2.27B). BALFX pays higher dividends than PGPRX: BALFX (1.70) vs PGPRX (1.58). BALFX was incepted earlier than PGPRX: BALFX (25 years) vs PGPRX (23 years). PGPRX (1.18) is less costly to investors than BALFX (0.61). PGPRX is a more actively managed with annual turnover of: 97.00 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 : 8.95 vs. PGPRX (7.52). BALFX return over 5 years is better than : 38.60 vs. PGPRX (28.82).
| BALFX | PGPRX | BALFX / PGPRX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 14.015 | 11.310 | 124% |
| 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 | 1.58 | 107% |
| Returns for 1 year | 8.95 | 7.52 | 119% |
| Returns for 3 years | 40.90 | 45.56 | 90% |
| Returns for 5 years | 38.60 | 28.82 | 134% |
| Returns for 10 years | 70.89 | 84.61 | 84% |
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