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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$37.14
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets253.84B
George Putnam Balanced R
Price$27.13
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.23B
BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. PGPRX (2.23B). BALFX pays higher dividends than PGPRX: BALFX (1.79) vs PGPRX (1.57). BALFX was incepted earlier than PGPRX: BALFX (24 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: 80.00 vs. BALFX (44.00). PGPRX has a lower initial minimum investment than BALFX: PGPRX (0) vs BALFX (250). PGPRX annual gain was more profitable for investors over the last year : 11.21 vs. BALFX (10.13). BALFX return over 5 years is better than : 36.92 vs. PGPRX (28.92).
| 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 | 23 years | - |
| Gain YTD | 8.925 | 7.131 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.23B | 11,411% |
| Annual Yield % from dividends | 1.79 | 1.57 | 114% |
| Returns for 1 year | 10.13 | 11.21 | 90% |
| Returns for 3 years | 31.69 | 34.76 | 91% |
| Returns for 5 years | 36.92 | 28.92 | 128% |
| Returns for 10 years | 64.83 | 75.35 | 86% |
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