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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced R
Price$25.46
Change-$0.55 (-2.11%)
VolumeN/A
CapitalizationN/A
BALFX vs PGPRX Comparison Chart
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BALFX vs. PGPRX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. PGPRX (2.15B). 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 : 16.64 vs. BALFX (12.54). BALFX (32.57) and PGPRX (31.91) have equivalent 5 years return.
| 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 | 11.522 | 15.820 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 2.21 | 0.89 | 248% |
| Returns for 1 year | 12.54 | 16.64 | 75% |
| Returns for 3 years | 11.70 | 15.85 | 74% |
| Returns for 5 years | 32.57 | 31.91 | 102% |
| Returns for 10 years | 46.34 | 69.09 | 67% |
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