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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$38.56
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
George Putnam Balanced R
Price$27.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.27B
BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX commentary
Sep 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 PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 262B vs. PGPRX (2.27B). BALFX pays higher dividends than PGPRX: BALFX (1.77) vs PGPRX (1.31). 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: 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 : 10.27 vs. PGPRX (9.39). BALFX return over 5 years is better than : 43.04 vs. PGPRX (33.13).
| 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 | 13.090 | 10.092 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 2.27B | 11,522% |
| Annual Yield % from dividends | 1.77 | 1.31 | 135% |
| Returns for 1 year | 10.27 | 9.39 | 109% |
| Returns for 3 years | 42.16 | 44.04 | 96% |
| Returns for 5 years | 43.04 | 33.13 | 130% |
| Returns for 10 years | 77.57 | 87.39 | 89% |
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