Interact to see
Advertisement
Advertisement
BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$38.87
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.18B
George Putnam Balanced R
Price$28.19
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets2.31B
BALFX vs PGPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. PGPRX commentary
Oct 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 Hold and PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 265B vs. PGPRX (2.31B). BALFX pays higher dividends than PGPRX: BALFX (1.72) vs PGPRX (1.27). 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 (8.13) and PGPRX (7.73) have marching annual gain over last year. BALFX return over 5 years is better than : 41.65 vs. PGPRX (31.13).
| 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 | 14.309 | 11.316 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.31B | 11,487% |
| Annual Yield % from dividends | 1.72 | 1.27 | 136% |
| Returns for 1 year | 8.13 | 7.73 | 105% |
| Returns for 3 years | 53.19 | 56.35 | 94% |
| Returns for 5 years | 41.65 | 31.13 | 134% |
| Returns for 10 years | 74.67 | 86.85 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement