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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced R
Price$25.79
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets2.16B
BALFX vs PGPRX Comparison Chart
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BALFX vs. PGPRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. PGPRX (2.16B). BALFX pays higher dividends than PGPRX: BALFX (2.21) vs PGPRX (0.89). BALFX was incepted earlier than PGPRX: BALFX (24 years) vs PGPRX (22 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. PGPRX (47.00). 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 : 14.89 vs. BALFX (12.25). BALFX return over 5 years is better than : 29.72 vs. PGPRX (27.40).
| BALFX | PGPRX | BALFX / PGPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 1.953 | 1.296 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.16B | 11,137% |
| Annual Yield % from dividends | 2.21 | 0.89 | 248% |
| Returns for 1 year | 12.25 | 14.89 | 82% |
| Returns for 3 years | 12.28 | 16.99 | 72% |
| Returns for 5 years | 29.72 | 27.40 | 108% |
| Returns for 10 years | 55.85 | 69.57 | 80% |
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